What is Knudge?

Accountability, Personalized Reminders, Action Items, Engagement and Financial Planning Support

"Ideas are worthless without the execution; execution is pointless without the ideas" - Gary Vaynerchuk.

"Great planners who don't execute their plans go nowhere." - Ray Dalio

Coaching, Personalized Reminders, Personalized Advice  

When it comes time to execute your financial plan and receive meaningful, personalized, financial advice, you will need regular and concise engagement.  We use Knudge to help communicate with you what to focus on now and what is the next item to complete in support of your financial plan. 

Financial Plans have a lot of components, a lot of steps and action items. It can be overwhelming to receive an entire plan at one time.  Which leads most people to freeze.  Not move forward or retreat from the recommendations. (That's a normal human response). 

In order to avoid overwhelming you, we have a system to meet you where you are. And help you complete each step of your plan.  Being empathic to your pace and capacity to execute.  We know you are busy living your life and juggling the many opportunities and challenges outside of your financial plan.       

What is a nudge?

A nudge could be an update or task sent to you by your advisor.  If it requires action on your part, you will receive reminders via email, text, and/or push notifications to help you complete it.

Do I have to register or log in?

No, you can receive reminders via email or text notification without registering. You can reply to emails if you have any questions or adjust the reminder scheduling or mark a nudge complete from the email.

If you opt in to receive text notifications, you can click on the secure link in the text message to access the details and engage with the messaging or reminder scheduling interface for a specific nudge.

Click Here for a Guided Tour of Knudge Platform

What are the benefits of registering and accessing my account?

It’s free for clients to register and access your account. If you do, you will have access to a shared to-do-list of outstanding tasks, a history of completed nudges, a calendar view, a record of all messages, and the ability to set your own preferences for when and how you’d like to receive communications.

Click Here to Register to Access Your Account 

If you would like more help or a personal guided tour of the Knudge Platform, don't hesitate to reach out to a team member.  

Article / Reading - Automated Follow- Through - Bob Veres Article 

The purpose of this article is to support clients of Sterling Edge Financial and team members of Sterling Edge Financial with additional information about Knudge. 

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through James K. Lancaster.  Cambridge and Sterling Edge Financial are not affiliated.  Cambridge does not offer tax advice.