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Knudge review for financial advisors
By William Foster · Updated October 29, 2026
Verdict: Knudge is best for planners who assign clients homework (beneficiary forms, document uploads, account transfers) and want follow-up automated. Pricing: From $79/mo (annual). Skip it if your clients rarely have action items, or your CRM's client portal already handles reminders.
How we review: this is an editorial summary of what Knudge publishes about its product and pricing, checked on October 29, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Planners who assign clients homework (beneficiary forms, document uploads, account transfers) and want follow-up automated |
|---|---|
| Category | Client communication & email |
| Starting price | From $79/mo (annual) |
| Free option | Baker's Dozen plan: free indefinitely for up to 13 contacts, no credit card. |
| Pricing model | Published on the vendor's website |
| Website | knudge.com/ |
What Knudge does
Knudge gives advisors and clients a shared to-do list for financial action items. Clients get reminders by email, text or push notification without having to register; if they install the free iOS, Android or web app, they can set when and how they're reminded and message the advisor inside each item. An advisor dashboard aggregates action items across the client base and highlights what needs attention, and Knudge says it keeps a full audit record and is SEC and FINRA compliant. A January 2026 integration with Quin, an AI meeting assistant, turns action items captured in meetings into dated client nudges and syncs completion back. Knudge says it received the highest value and satisfaction ratings in the Advice Engagement category of the 2023 Kitces AdvisorTech study.
Key capabilities, per Knudge
- Shared client to-do list with automated reminders by email, text or push notification
- Clients don't need to register; in-app messaging stays attached to each action item
- Quin integration turns meeting action items into dated client nudges and syncs completion back
Good fit if
You want planners who assign clients homework (beneficiary forms, document uploads, account transfers) and want follow-up automated.
Skip it if
Your clients rarely have action items, or your CRM's client portal already handles reminders.
What to check before you buy
- It tracks client tasks, not your CRM; check how completed items get back into your CRM.
- Have compliance review texting and app messages against your recordkeeping policy.
- The Quin integration needs a Quin account; ask about other notetaker connections.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Knudge compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Knudge | From $79/mo (annual) | Baker's Dozen plan: free indefinitely for up to 13 contacts, no credit card. | Pricing details |
| Levitate | Contact vendor | None listed | Pricing details |
| Bento Engine | Contact vendor | None listed | Pricing details |
| GReminders | From $69/mo | Free trial offered. | Pricing details |
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| Grammarly | Free; Pro $12/mo | Free plan available. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
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FAQ
Is Knudge good for financial advisors?
It's a strong fit for planners who assign clients homework (beneficiary forms, document uploads, account transfers) and want follow-up automated. Client action-item and reminder platform for advisors: a shared to-do list with automated email, text and push nudges.
What are Knudge's main features?
Shared client to-do list with automated reminders by email, text or push notification. Clients don't need to register; in-app messaging stays attached to each action item. Quin integration turns meeting action items into dated client nudges and syncs completion back.
Who should not use Knudge?
Your clients rarely have action items, or your CRM's client portal already handles reminders.
How much is Knudge?
From $79/mo (annual) as of October 29, 2026. See the full plan list on our Knudge pricing page.