All doorways

    PLANNERS & DESIGNATIONS

    Quivergy Financial Advisor

    CFP®, ChFC®, CLU®, CPA/PFS and attorneys doing planning work.

    Does this fit the CFP Board or American College standards?

    Quivergy is a planning tool. Your duty of care and disclosures stay yours. Use the checklist for the designation items.

    Does Quivergy trade, hold money or take custody?

    No. Quivergy is education, planning and household organization. Trades, policies and transfers stay with your firm, carrier or custodian.

    Is Quivergy approved by FINRA, the SEC or my firm?

    No regulator approves platforms like this. Your own firm reviews and approves your use. Quivergy gives them the materials and this checklist to do that review.

    How is client data protected?

    Encrypted storage, account-level access controls, and no sale of client data. We provide a security summary for your privacy (Reg S-P) review.

    How does branding work?

    Quivergy red stays, with your practice logo beside it. Your firm's advertising review covers the co-branded pages.

    You're a financial professional. Why are you here?