Onboard clients, manage tasks, generate documents, and capture every client meeting automatically — so you can focus on what matters most, your clients.
Tell us about a task that's consuming your time — onboarding, paperwork, follow-ups, meeting notes — and we'll show you what QuivaWorks can take off your plate.
Get a personalised plan to handle the work in minutes instead of hours.
Streamline critical workflows and free your team to focus on client relationships
Organize every client and household in nested folders, assign tasks with due dates, and track progress across kanban, list, or calendar views—with recurring tasks for annual reviews and compliance checklists.
Generate client agreements, account paperwork, and reviews from your records with built-in e-signature, then track delivery through an email monitoring dashboard with inline preview for PDF, Excel, and Word.
Connect Google Calendar or Outlook and your assistant joins and transcribes every client meeting automatically. Send a bot to an ad-hoc call, or upload a recording directly—transcripts land in one dashboard.
One unified interface connecting your CRM, portfolio management, custodian, and compliance systems. Access all client data and systems from a single assistant without switching between windows.
Join financial advisors who are already saving hours each week with AI-powered onboarding, document generation, and meeting capture.
No credit card required • Working assistants in minutes • Advisor-specific templates
