AI-Driven Infrastructure for Financial Advisors.
Kendril unifies every workflow, client touchpoint, and compliance layer into a single tactical interface. Built for RIAs, wealth managers, and advisory teams that operate at machine speed.
Platform Modules
Everything. In one unified command center.
Kendril orchestrates your front, middle, and back office across a resilient AI core. Every module is composable, API-first, and secured end-to-end.
Module
CRM
Unified intelligence layer for every relationship, with AI-driven summaries and proactive nudges.
Module
Account Opening / Management
Orchestrate custodians, forms, and approvals with zero-friction digital experiences.
Module
Tasks & Workflows
Mission control for advisors with automated playbooks, SLA monitoring, and real-time audits.
Module
Compliance
Always-on surveillance across communications, accounts, and advice with automated alerts.
Module
Client Portal
Holographic client experiences: portfolios, secure messaging, signatures, and co-browsing.
Module
Document Vault
Encrypted vault with AI classification, retention, and instant retrieval across teams.
Module
Billing & Revenue
Transparent billing, fee surveillance, and revenue intelligence with anomaly detection.
Module
Integrations / APIs
Bi-directional fabric for custodians, planning tools, data warehouses, and analytics stacks.