Knudge overview for clients

We know your life is busy and it can be difficult to keep track of all of the tasks that impact your financial future. Knudge will help you get these things done by sending you reminders via email or text of exactly what you need to do at just the right time, making sure nothing falls through the cracks.

You don't have to register for Knudge, you view and complete your tasks and message your advisor via email or text.  No usernames or passwords to remember.  We do have a great app that is free to use that allows you to work on a shared to-do list with your advisor and allows to review all the tasks you've worked on together.

This demo below is an overview of Knudge from the clients’ perspective.  We’ll cover:

• How Knudge helps clients and advisors get things done
• How clients can snooze reminders and adjust scheduling
• How messages work

Check out our Knudge for Clients tour to see how clients experience Knudge via email, text, and app.