The 5 Quivr Features That Can Transform Your Advisory Firm
One of the biggest mistakes financial advisors make when implementing a CRM is assuming they need to learn every feature before they can get value from it.
The result? Overwhelm.
Instead of focusing on the handful of tools that drive real operational efficiency, advisors spend time exploring dozens of features they may never use.
The reality is much simpler.
If you can master five core capabilities, you can solve the vast majority of operational challenges your firm faces—from client onboarding and prospect tracking to RMD management, COI outreach, reporting, and more.
The Secret to Getting More Value From Your CRM
Recently, we worked with a fast-growing advisory firm preparing to go live on Quivr. During implementation, we asked a simple question:
"What are the most important processes you want to improve?"
The firm immediately listed more than a dozen operational challenges:
Prospect tracking
RMD monitoring
Client onboarding
COI communication
Deceased client procedures
Client gifting
IRA contribution tracking
Hourly billing workflows
Held-away asset opportunities
Client segmentation
Investment Policy Statements
Communication preferences
At first glance, that seems like a lot.
But when we broke down the solutions, nearly every challenge could be solved using the same five core features.
The 5 Features Every Financial Advisor Should Master
1. Workflows
Workflows are the foundation of operational consistency.
Whether you're onboarding a new client, handling a deceased client situation, opening a 529 plan, or managing annual RMDs, workflows ensure every step is completed the same way every time.
Instead of relying on memory, your process becomes documented, repeatable, and scalable.
2. Processes (Automations)
Once you've built a workflow, the next step is automating it.
Processes allow Quivr to launch workflows automatically based on dates, deadlines, or other criteria.
Examples include:
Annual RMD workflows
IRA contribution reminders
CPA outreach campaigns
Birthday card reminders
Recurring operational tasks
Automation reduces manual work and ensures important tasks don't slip through the cracks.
3. The Onboarding Module
Every advisory firm struggles with the handoff between advisors and operations teams.
Missing paperwork. Incomplete information. Follow-up questions.
The Onboarding Module solves this problem by creating a structured process that ensures all required information is collected before work is handed off.
The result is fewer errors, less rework, and a smoother client experience.
4. Reporting & Dashboards
You can't improve what you can't measure.
Reporting and dashboards provide visibility into what's happening inside your firm.
Want to know:
Which RMDs are still outstanding?
Which prospects are closest to becoming clients?
Which COIs are generating referrals?
How much held-away AUM exists across your client base?
A well-designed dashboard can answer all of these questions instantly.
5. Emails & Custom Fields
This is where personalization happens.
Custom fields allow you to track the information that matters most to your firm, while email templates help your team communicate consistently and efficiently.
Whether it's tracking communication preferences, building an Investment Policy Statement, or creating a custom client score, these tools allow Quivr to adapt to your firm's unique processes.
You Don't Need to Learn Everything
One of the most powerful ideas discussed during this Office Hours session was that once you learn these five capabilities, you're essentially learning the building blocks for everything else.
Need to track prospects?
Use the same tools.
Need to manage RMDs?
Use the same tools.
Need to improve onboarding?
Use the same tools.
The specific use case changes, but the foundation remains the same.
As Steve Drost says:
"If you put the time in to learn those functions, you are going to dominate operations within your firm."
Ready to See How Quivr Can Help Your Firm?
Quivr was built by financial advisors for financial advisors. Our goal is simple: help firms operate more efficiently, serve clients better, and spend less time wrestling with technology.
