One platform. Every advisory workflow.
Kendril replaces a patchwork of point solutions with a single, AI-aware workspace so teams can run CRM, data, documents, and automation together.
Modules built for advisory teams
Advisor CRM
Contact and household records, relationships, customizable fields, tasks, and pipelines.
Account aggregation
Connect custodians and held-away accounts; normalized positions, transactions, performance; data ready for AI and automations.
Client portal
Client-friendly views of net worth, accounts, documents, secure messaging, and meeting follow-ups.
Document vault
Encrypted storage, tagging, version history, e-sign integrations, AI document search and summarization.
AI copilots
Natural language queries over firm data; draft emails, meeting agendas, client summaries; configurable guardrails.
Automation builder
No-code flows driven by triggers from CRM, accounts, documents, and AI insights.
Data, security, and compliance built in
Designed for real advisor use cases
Prepare for annual reviews in minutes
AI assembles holdings, performance, recent notes, and missing documents into a single brief your team can trust.
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Visualize the workflow: clean, data-rich panels with the actions advisors need.
Operations clarity for every household
Unified views of CRM, workflows, vault, and portal status so operations stays proactive without spreadsheets.
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Visualize the workflow: clean, data-rich panels with the actions advisors need.
Automation with real advisory context
Trigger tasks and communications from custodian feeds, data anomalies, or document gaps with embedded guardrails.
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Visualize the workflow: clean, data-rich panels with the actions advisors need.
See Kendril across your workflows
Walk through the CRM, data, automation, and AI modules tailored to your firm.