The AI-native operating system for modern wealth firms
Kendril unifies CRM, account aggregation, client portal, documents, automations, and in-house AI so your team can run an entire advisory business from one secure platform.
Built for RIAs, multifamily offices, and independent wealth platforms.
Client overview
Carver Household
Net worth
$12.1M
Accounts
8 linked
Tasks
3 open
Last review
Q1 2024
Household
Carver Family
Advisor
J. Lee
Status
On track
Ask Kendril
Kendril AI
- •Carver Family — $12.1M NW, missing IPS & estate docs
- •Nguyen Household — $7.8M NW, trust review overdue
- •Jackson Family — $5.6M NW, no will uploaded
Everything you need, all in one advisor workspace
CRM, data, client experience, documents, automations, and AI copilots unified so your team can operate from one secure platform.
Unified CRM & households
Contact, household, and pipeline data in one connected workspace.
In-house AI on your data
Ask questions on notes, emails, and documents with firm-ready guardrails.
Deep account aggregation
Custodians and held-away accounts with normalized positions and activity.
Client portal & documents
Share reviews, vault documents, and secure messages in one portal.
Workflow & task automation
Triggers from CRM and data feeds to keep teams on track automatically.
Compliance-friendly insight
Audit-ready trails, approvals, and data boundaries built for advisory.
Connect Kendril with the tools you already use
Plug into custodians, planning tools, email and calendars, and data providers so advisors can work without switching contexts.
Custody & trading data
Custody connectivity
Portfolio & reporting
CRM data sync
Email & calendar
Email, calendar, and docs
See Kendril in action
Watch how advisors prepare reviews, monitor risk, and collaborate with AI copilots inside Kendril.
What advisors say
Real teams using Kendril to consolidate tooling, automate workflows, and operate with AI-ready data.
Kendril let us replace five tools and still improve compliance oversight.
The AI briefs before reviews save hours every week for each advisor.
Workflows now trigger from account data automatically—no more manual checklists.
Clients love the portal, and our team finally has one place to work.
Get started with Kendril today
Centralize CRM, data, documents, automations, and AI copilots so your advisory firm can run every workflow in one secure platform.