Website page showing advisors for advisors

QuivrCRM / quivrcrm.github.io

homepage for the Quivr CRM platform

https://quivrcrm.io

MIT License

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Open Drosty opened 1 month ago

Drosty commented 1 month ago

Show that we really are advisors for advisors.

Show features that have been added and by which advisor or firm that recommended it / suggested it / worked on it

wkquivr commented 1 month ago

Sloan Advisory Group - RMD Passport Wealth - Income CSD Finanacial - 401(k) Object and Business Owner module

ashleyquivrcrm commented 1 month ago

Wrenne Financial Planning - Liability - Student Loans Record Type