Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Client follow-up and engagement tool helping advisors track and nudge outstanding advice tasks.
Description
Knudge helps advisors proactively manage client relationships by tracking action items and automatically nudging clients to complete outstanding advice tasks, improving follow-through and service consistency.
Integrations
Knudge has 6 integrations in our directory
Search below to find what you're looking for
- Quin Level 5
- Quivr CRM Level 5
- Redtail Level 5
- Salentica Elements Level 5
- Salesforce Level 5
- Wealthbox Level 5
- XLR8 Level 5
- Zapier Level 5
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Provides the real time status of (up/down) of each API?
Developer sandbox URL
No
