Why does SLP Wealth use Knudge?
Knudge is a powerful tool that helps you and your planner to be up to date with which tasks need to be completed when, and you can stay on top of any deadlines you need to be aware of.
It also organizes your communication by topic, so when you need to go back to remember what your planner said, you’re not sifting through long threads of emails, you’ll see all the applicable information in one place.
Check out the demo below to learn more about how to get started with Knudge: