Get ready to transform your daily workflow with Quivr's powerful new home page! We've revamped it to give you instant clarity on "What do I need to do today?"

No more one-size-fits-all. Our updated home page now offers:

✨ More Widgets: Choose from over 35 unique data displays.

🛠️ Custom Layouts: Personalize tabs and columns to fit your exact needs.

🚀 Role-Specific Insights: Get tailored information, whether you're an advisor, operations manager, or compliance officer, significantly reducing internal communication.

This update delivers "glanceable data" designed to boost your productivity. Watch the video to see how to personalize your Quivr home page and make your day more efficient!

Join Steve Drost and Will Kaplan as they reflect on Quivr's incredible year, driven by unparalleled user feedback! Discover how your insights shaped major updates like Archr's workflow engine, fueled key integrations, and earned us industry recognition. Learn about our team's growth and our unwavering commitment to continuous improvement.

Ready to see how Quivr, the CRM built by financial advisors for financial advisors, can help your business thrive? Schedule a demo today!

Description: Discover Archr 2.0, one of Quivr's largest and most exciting updates to date! This massively updated workflow engine, driven largely by user feedback, introduces enhanced visibility, intuitive conditional logic, seamless team collaboration, and powerful insights. Build smarter, more efficient processes than ever before. See the future of workflows!

Quivr just launched the Income Planning Module—built based on user feedback! Now, you can track household income, specify sources, and run automations—all in one structured place. No more scattered notes!

✅ Organize income by type & source

✅ Keep Social Security & pension details in one spot

✅ Automate workflows based on income data