Frequently Asked
Questions.

Salesforce is a massive "ball of clay." Quivr is that clay molded into a high-performance engine for financial advisors. We provide the 90% foundation—the workflows, the planning modules, and the integrations—so you only have to worry about the final 10% that defines your firm's specific value proposition.

Yes. Every Quivr contract is month-to-month. We don’t believe in long-term lock-ins or "consultant traps." We earn your business every month by providing the best workflow and operational tools in the industry.

With Quivr’s Community, help is always at your fingertips! You’ll find hundreds of detailed how-to articles, along with a forum where you can ask questions and share best practices. Join our weekly Office Hours or submit a support ticket—our team typically responds within 24 hours.

If a tool integrates with Salesforce, it integrates with Quivr. We connect with the industry's leading custodial, planning platforms, and more. You can view more information on our Integrations Page.

You do. Your firm's data lives within your private Salesforce instance. Quivr provides the tools and the architecture, but we have zero access to your sensitive client information unless you specifically grant us access for support purposes.