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Practice management & CRM for independent financial planners

The Operating System for Financial Planners

Manage client workflows, onboarding, file sharing, task management, all in one workspace built for financial planners

Get Started Free See How It Works

Spend Less Time Gathering. More Time Advising.

There’s always more information to collect, documents to review and next steps to follow up on. When those activities are scattered, keeping track of every client takes more effort than it should.

quipp helps you keep that work organized around each client relationship.

From Client Meeting to the Next Action

Connect with clients, collect what you need and keep track of what comes next.

01

Onboard Your Clients

Invite clients into your professional workspace. Store their profiles, notes and associated work organized in one place.

Stay on top of your client relationships with the information and context you need in one workspace.

  • Client profiles
  • Household information
  • Notes
02

Collect What You Need

Send onboarding forms, request and receive files and information directly from clients.

  • Client onboarding forms
  • Information and secure file sharing requests
  • Direct file uploads, viewing and downloads
03

Keep Work Moving

Assign tasks, use templates for common client requests and track progress from your professional workspace. See what’s completed, what’s outstanding and where follow-up is needed.

  • Client task assignments
  • Reusable task templates
  • Task monitoring

See quipp in Action.

Connected Clients

View and manage clients who have granted you access to their financial data

Invite Client
Search by name or email... All Statuses All Memberships
NameEmailInvitation DateMembershipStatusAction
Emily Madenemily.maden@example.comJun 2, 2026SponsoredConnectedView
Daniel Chendaniel.chen@example.comMay 28, 2026Not SponsoredConnectedView
Priya Ramanpriya.raman@example.comMay 21, 2026Not SponsoredPendingView
Marc Tremblaymarc.tremblay@example.comMay 14, 2026IncludedConnectedView

1/6

Clients

See well organized client profiles. Click on any client to see more information such as their overview, tasks, notes, documents and forms in one place.

  1. See well organized client profiles. Click on any client to see more information such as their overview, tasks, notes, documents and forms in one place.
  2. Save reusable templates for common client requests and recurring workflows, then apply them instead of rebuilding the same checklist each time.
  3. Onboard and collect information from clients with forms. Assign a form as part of a task or as a stand alone activity and follow your client’s progress.
  4. See assigned work, task progress, outstanding and overdue items, and your own next actions across every client.
  5. With the client’s permission, view relevant financial information they choose to share. What appears depends on their connected accounts and sharing settings.
  6. Gift your clients with quipp’s budgeting app. Great for clients who need additional money-management features. Plan charges and entitlements apply.

Switch with ease

Bring Your Client Data Into quipp.

We’ve made it super easy to move your existing client information into your new quipp workspace.

Financial Context, Connected to Your Client Relationships.

Access financial information your clients share, including relevant household information, within your professional workspace.

quipp also offers cash-flow, retirement, goal and tax forecasting features when additional financial context is useful.

These capabilities give you more context for client conversations while you manage your day-to-day practice work.

Support Your Clients with Budgety

You can gift your clients with budgeting features through quipp, as an additional perk for clients who make use of your services.

The availability, charges and entitlements of client memberships depend on the applicable quipp personal plan.

Learn more about our budgeting app
Your quipp workspaceSponsor a membership Client’s Budgety appAccess to budgeting features like household expense, budget and goal tracking

Choose Your Starting Point

Free Forever

$0CAD / month

Get started with quipp and explore your professional workspace.

  • Manage your clients from one professional workspace
  • Give clients access to Budgety to manage their budgets, track spending, connect accounts, and stay on top of their finances
  • Get a real-time view of client finances to better understand their financial picture as it changes
Get Started Free

Essential

7-day free trial on monthly billing. Cancel anytime before the trial ends.

$59CAD / seat / month

Plus applicable taxes.

For independent financial planners managing client relationships and ongoing administrative work.

  • Manage unlimited clients from one professional workspace
  • Give clients access to Budgety to manage their budgets, track spending, connect accounts, and stay on top of their finances
  • Collect client information with unlimited forms for onboarding and ongoing data gathering
  • Keep work moving with unlimited tasks by assigning and tracking what clients need to complete
  • Request and securely share unlimited documents without chasing clients across email
  • Get a real-time view of client finances to better understand their financial picture as it changes

Need quipp for your team? Reach out to support@mybudgety.com

Start Free Trial

Frequently Asked Questions

Who is quipp designed for?

quipp is built for independent financial planners, advisory practices, money coaches and wealth managers looking to organize client management, onboarding, file sharing and task management in one workspace.

How do clients participate in quipp?

When you invite clients to quipp, you can send information requests, receive files from your clients and stay up to date with their finances.

Clients can respond to requests and complete assigned actions, while you track their progress from your professional workspace.

Can I access my clients’ financial information?

Yes. With the appropriate permissions, you can access relevant financial information clients choose to share.

Can I start using quipp for free?

Yes. quipp offers a Free plan.

You can create an account and explore the features available under that plan. Additional capabilities and usage limits depend on the plan you choose.

Can I see how quipp works before getting started?

Yes. You can explore how quipp helps you connect with clients, collect information and documents, and manage follow-up tasks.

Use See How It Works to explore the interactive product walkthrough, or book a product demo.

Start With Your Next Client.

Connect your client and onboard them, request and store files, manage follow-ups in one workplace.

Get Started Free See How It Works