Advisors use Knudge to create shared to-do lists for their clients. Once assigned, Knudge automatically follows up with clients on open items. The integration with Wealthbox allows users to sync contact details and see notes in Wealthbox when new nudges are posted or marked as complete.
“We’ve had a great experience working with Wealthbox to build out this integration. Advisors on the Wealthbox platform can now seamlessly connect their CRM to the Knudge app where they can create a list of tasks for their clients to take action.”
CFP® Co-Founder, Knudge