7/22/25

Quivr & CurrentClient Webinar (25-07-15)

Watch this special session with Quivr’s Steve Drost and CurrentClient’s Dustin Belliston as they demonstrate how these two advisor-loved platforms work together. See how the seamless integration reduces manual work, streamlines workflows, and supercharges client communication.

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Quivr & Jump (25-05-06)

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Office Hours: The Better Way to Create Client Deliverables