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Knudge
In one line: Client action-item and reminder platform for advisors: a shared to-do list with automated email, text and push nudges.
| Best for | Planners who assign clients homework (beneficiary forms, document uploads, account transfers) and want follow-up automated |
|---|---|
| Category | Client communication & email |
| Free option | The vendor's Baker's Dozen plan is free indefinitely for up to 13 contacts, with no credit card required. |
| Pricing | From $79/mo (annual) · See all plans (as of October 29, 2026) |
| Website | knudge.com/ |
| Last checked | October 29, 2026 |
What it 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.
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Alternatives to Knudge
Levitate
Staying in touch with clients in a personal way
Bento Engine
Advisors who want timely, compliance-approved outreach for every client milestone
GReminders
Advisors who want scheduling, reminders and AI meeting notes in one tool
Jump
Advisors who want meeting notes plus follow-up workflows
Compare with other tools (side by side, up to 4)
FAQ
What is Knudge?
Client action-item and reminder platform for advisors: a shared to-do list with automated email, text and push nudges.
Who is Knudge best for?
Planners who assign clients homework (beneficiary forms, document uploads, account transfers) and want follow-up automated. It is in our client communication & email category.
How much does Knudge cost?
As of October 29, 2026, Knudge's website lists: Baker's Dozen, $0; Professional, $79/month billed annually (includes one seat) + $39/month per additional user; BD or Enterprise, Contact vendor.
What are alternatives to Knudge?
Levitate, Bento Engine, GReminders, Jump.