AdvisorShelf
AdvisorShelf / CRM / Quivr

CRM

Quivr

Salesforce-based CRM built by advisors to run the whole firm's day-to-day operations.

Made by Quivr Visit Quivr's website
Starting priceFrom $250/mo for 1 user
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed7 connectionsCharles Schwab, Holistiplan, Jump and 4 more. Source and date for each below. AI tools among them: Jump (works from meetings).
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What their website looks like

Screenshot of Quivr's homepage
Quivr's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
1 user $250/mo for 1 user
per month for 1 user, from the page's calculator
 Month-to-month contract
Price shown by the page's calculator at this user count (its default)
2 users $400/mo for 2 users
per month for 2 users, from the page's calculator
 Month-to-month contract
Price shown by the page's calculator at this user count
5 users $700/mo for 5 users
per month for 5 users, from the page's calculator
 Month-to-month contract
Price shown by the page's calculator at this user count
10 users $1,200/mo for 10 users
per month for 10 users, from the page's calculator
 Month-to-month contract
Price shown by the page's calculator at this user count

One person: $250 a month. The page's calculator defaults to 1 user at $250/month.

Includes access to Quivr, the Quivr Community and Salesforce for all users.

Source: Quivr pricing page (user-count calculator, default setting). Checked on the vendor's site, Oct 6.

Where Quivr sits on price

QuivrOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Quivr7 connections listed

Data goes out to

Nothing the vendor says it sends out
Direction not stated
Charles Schwab
Listed, no detail
HolistiplanOrionPreciseFPNitrogenOutlookJump
Connection cost: not stated on the Quivr pages we read (Oct 7).
Charles Schwab
Checked on the vendor's site
  • Direction not stated: custodial data sync
Source: Quivr integrations page (custom-engineered integrations). Checked Oct 6.
Holistiplan
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Quivr integrations page (custom-engineered integrations). Checked Oct 6.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Quivr lists. How each one connects is in Quivr's own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Jump
Checked on the vendor's site
  • Works from your meetings, as the vendor describes it
  • Listed on the vendor's site, with no detail on what moves
Source: Quivr integrations page (custom-engineered integrations). Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Quivr lists.

Orion
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Quivr integrations page (custom-engineered integrations). Checked Oct 6.
PreciseFP
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Quivr integrations page (Salesforce ecosystem integrations). Checked Oct 6.
Nitrogen
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Quivr integrations page (Salesforce ecosystem integrations). Checked Oct 6.
Outlook
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Quivr integrations page (Salesforce ecosystem integrations). Checked Oct 6.

Moving to Quivr from another tool

What Quivr's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Quivr pages we read

We looked on Oct 8. Before you sign, ask Quivr which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

Quivr says your firm owns its data, which lives in your private Salesforce instance; contracts are month-to-month. No export guide found.
Checked on the vendor's site · Oct 6

Source: Quivr FAQs

Fits best if

Our judgement

We haven't assessed fit for Quivr yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Quivr with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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