Kivvik

Kivvik Wealth designs crafted surveys to gather client feedback on life updates for financial Advisors - in minutes not months.

[Kivvik @KivvikInc]

@WagnerComm @DerekLawson2 @Rianka_D @fpassociation Hey all! We've gone stealth while integrating within major banks, more info coming soon!

[Kivvik @KivvikInc]

#GenX & #GenY need varying levels of attention from #advisors. Customize outreach frequency http://t.co/RBvAZ5Szr5 http://t.co/XlHE09q8nF

[Matt Halloran @MattGPTHalloran]

Are you an FPA member? Do you want a cutting-edge client communication tool. Try KIVVIK. http://t.co/wgnkZJTLme https://t.co/WYt3tQTieR

[Kivvik @KivvikInc]

#Kivvik + @fpassociation partner to bring #advisors innovative tech for #millennial clients http://t.co/SX6hy512YR. http://t.co/fgdeFMvBWe

[Kivvik @KivvikInc]

@emmank2k4 your pup definitely looks like the @firefox logo... #notinternetexplorer

[Kivvik @KivvikInc]

#advisors can now autocreate Activities in @RedtailCRM for client life events. http://t.co/RBvAZ5AY2v #StayInvested http://t.co/MS4qf7n2OT

[Katie Braden, CFP® @KatieABraden]

A new way for advisers to keep up to speed on clients' life events, using @KivvikInc via @newsfromIN http://t.co/9w63XFuw6d

[Kivvik @KivvikInc]

@RedtailCRM integrations coming in a few weeks!! Advisors can auto-create workflows & tasks based on updates clients submit!!
@DeborahSFox

[Kivvik @KivvikInc]

@JillianBerman Younger clients crave better ways to stay in touch with their advisor given their ever changing lives! http://t.co/gKk14XK9TG

[Kivvik @KivvikInc]

@malito_ali Great article on how using new tech can save on admin overhead and better engage younger clients! http://t.co/2oE6frzcgQ

[Katie Braden, CFP® @KatieABraden]

And @KivvikInc is a great addition to high touch, high tech client service! https://t.co/eldBlCqPAo

[Kivvik @KivvikInc]

More Advisors turn to tech to better communicate with Clients
@the_kate_holmes http://t.co/6gt5OCIaKV

[Deborah Fox @DeborahSFox]

@BillWinterberg @KivvikInc @PreciseFP Kivvik auto-sends clients recurring life event emails based on a time interval the advisor determines.

[Kivvik @KivvikInc]

@Andrew_Morhtmann @Betterment4RIAs The harmony between Robo-Advisors & Advisors is a winning combo for Gen X&Y https://t.co/89T6w9tY29

[MichaelKitces @MichaelKitces]

Why Financial Planners Should Embrace Robo Advisors http://t.co/S03RSmZO0v via @Andrew_Mohrmann @XYPlanning

[Kivvik @KivvikInc]

@zgfinancial @billwinterberg
Woo!! We'd love to have you join the Kivvik family

[Kivvik @KivvikInc]

Finally! A way for advisors stay current w/ new events in their clients lives!
@kivvikinc http://t.co/bBqdbM18Fn

[Kivvik @KivvikInc]

@KivvikInc's Preview is now LIVE after months of dev w/ Advisors like Schwab & Merrill Lynch, try it free at: https://t.co/WA99hxY6yh

[Kivvik @KivvikInc]

The Kivvik early preview is now open to financial advisors! We welcome advisors from @MorganStanley & @CharlesSchwab along with many others!

[Kivvik @KivvikInc]

From the WSJ's David Pierce: The 12 Most Important Things to Know Going into an Interview (from an interviewee): http://t.co/ftgYcfaPON

[Kivvik @KivvikInc]

@SLCMyers Hey Shannon, know you're a recruitment expert. We're a new job matching software.We'd really like to get your feedback, talk more