High-performance
RIA infrastructure.

The Engine

Institutional-grade modules built to automate workflows.

Built by practitioners. Perfected for operations.

Salesforce Architecture

We've molded the world's most powerful CRM into a high-performance RIA engine. Institutional security without the consultant traps.

Private Instance: Your data is yours. Quivr lives in your private environment—no shared databases.

Infinite Scale: Built on multi-billion dollar infrastructure. System never breaks at 30 or 100,000 clients.

Molded Foundation: We provide the 90% "Advisors Core" out of the box.

Integrations Powered by Quivr

An integration shouldn't just look pretty on a marketing slide; it should do the work for you. Built on the world's most connected foundation.

Actionable Data: We don't just show a link; we embed data (like Holistiplan) directly into Quivr to launch workflows.

Real Efficiency: Archr sees the integrated data and places solutions on your Daily Docket before you even log in.

Salesforce DNA: If a tool integrates with Salesforce—and almost every major platform does—it integrates with Quivr.

Households: The Central Hub

The Household is your firm’s "Source of Truth." It aggregates every person and data point into one command center.

Unified Command: Log calls and notes directly from the hub—zero "screen hopping."

Zero-Entry Data: Deep integrations with Holistiplan and Schwab keep data current.

Total Visibility: Map the circle of influence, keeping CPAs and Attorneys integrated.

Contact Intelligence

If the Household is the strategy, the Contact is the biography. Transform data into financial milestones.

Milestone Engine: Automatically tracks Medicare (Age 65), FRA, and RMD years.

Opportunity Hunting: Proactive alerts find planning windows before the client asks.

Digital Onboarding: Move data seamlessly from lead forms into Schwab DAO.

Tax Planning Module

Transform static returns into a living relational database. Identify impacted clients in seconds.

Holistiplan Sync: Tax return data flows directly from the PDF into the client record.

Proactive Scouting: Set "Watchlists" for clients in specific tax brackets.

Deliverable Hub: Trigger 1-click summaries for year-end meetings.

Income Planning

Stop hunting through old files and start delivering a lifetime of certainty with a single source of truth.

One Source of Truth: Bring Pensions, Social Security, Rental Income, and Annuities into a single dashboard.

Proactive Strategy: Archr tracks birthdays and enrollment windows so opportunities come to you.

Hero Moments: Get alerts months before milestones (like turning 67) to initiate pre-filed strategies.

Insurance Planning

Stop worrying about what you might have forgotten and start being the hero in your client’s story.

No More Surprises: Quivr monitors policy documents and alerts you 18 months before term premiums jump.

Early Warning System: Archr watches for policy lapses, rate adjustments, or riders across P&C and LTC.

Singular Tracking: One spot for every policy, rider, and expiration date for the entire firm to see.

Investment Management

Stop crossing your fingers during audit season and start delivering institutional-grade oversight.

Audit-Proof Answer: Documented proof that you review drift weekly and IPS requirements systematically.

Compliance Enforced: Archr automatically triggers tasks for cash deposits and model misalignments.

Fiduciary Trail: All evidence of care and oversight lives in one spot for immediate regulatory response.

Assets, Liabilities, & Exec Comp

Stop tracking balances and start driving results with a command center that makes data actionable.

Data That Moves: Instantly identify clients with specific mortgage rates or student loan types when laws change.

Exec Comp Precision: Quivr alerts you the moment an RSU grant is about to vest or an option is nearing expiration.

Automated Optimization: Archr watches for rate changes and balance thresholds, then places the task on your Docket.

Estate Planning

Stop letting vital plans sit forgotten in a drawer and start delivering a legacy that evolves with your clients.

Escape "PDF Prison": Distill 60-page documents into a visual Estate Summary in your CRM.

Living Strategy: Quivr reminds you of 3-year reviews or updates needed due to family changes.

Total Confidence: Your entire team has high-level visibility on Power of Attorney and trust funding status.

The Workflow Engine

The industry’s #1 ranked engine. Natural drag-and-drop management ensuring every process is documented.

Role Routing: Tasks automatically find the right person (Lead, CSA, or Ops).

Scalable Logic: Build "If/Then" paths that adapt to client needs.

Institutional Memory: Document excellence directly into the CRM.

Workflow UX

Designed for adoption. A clean interface that your team will actually enjoy.

Visual Clarity: Use progress lines to see exactly where a complex case stands.

Embedded Training: Video SOPs are baked directly into the task steps.

Zero Search Time: One-click navigation to required household data.

Automations

Your Proactive Command Center. Rely on systems, not memory.

Lifecycle Alerts: Trigger workflows for Medicare, RMD, and RSUs.

Compliance Guard: System triggers the work (ADV delivery, IPS review).

Stock Library: Access hundreds of pre-built automation templates.

Projects

Managing the bespoke. Built for complex, high-value cases.

Flexible Scope: Capture unique COI names and notes for one-off projects.

Process Agility: Keep main workflows clean with dedicated sub-hubs.

Full Context: No more searching email threads for business sales.

The Daily Docket

Your personal command center. Quivr brings the work to you.

Prioritized View: Live-updating list of what requires attention today.

Firm Visibility: Ops can monitor firm velocity and bottlenecks.

One-Screen Execution: Review prep and log activity from one screen.

Meeting Management

Surge-scale efficiency. Take the manual prep out of review cycles.

Automated Prep: Pull tax stats and performance automatically.

Meeting Harvest: Capture notes and trigger tasks without leaving.

Client Consistency: Ensure every household receives a high-touch experience.

Client Onboarding

Perfect the first 90 days. Repeatable new client introductions.

Speed-to-Value: Discovery data flows instantly into account opening.

Service Continuity: Automated touchpoints prevent "radio silence."

Compliance Baked-In: ADV and agreement tracking are required steps.

Managing the Firm

Move from being "in" the business to being "on" the business.

Capacity Tracking: See which team members are over-leveraged.

Velocity Metrics: Monitor days from lead to signed client.

Growth Intelligence: Identify your most profitable client segments.

Reporting & Dashboards

Stop running on guesswork. Transform data into a dynamic engine.

Query Anything: Filtering for legislative mailers takes seconds.

Leader Dashboards: Custom views for Advisors, Ops, and Owners.

Visual Action: Turn data into Charts and graphs.

Audit-Ready Compliance

Turn audit stress into a 10-minute conversation with proof.

Documented Proof: Show that the system verifies ADV and IPS reviews.

Centralized Trail: Unified correspondence and task history.

Verification Stats: Pull reports on adherence to firm policies.

See the Features in Real-Time.

Book a discovery call to see how these modules unify your specific firm workflow.

Schedule Your Demo

No sales pressure.
Practitioner-to-Practitioner.