Pricing
Pricing that grows with your firm
Flexible options by user and firm size. Talk with us to align on your custodians, data flows, and automation needs.
Launch
For solo advisors and small teams
Starting at — Contact us
- Core CRM and client portal
- Basic automation and tasks
- Standard AI copilot
- Standard support
Scale
Most popularFor growing RIAs
Starting at — Contact us
- Advanced automation
- Custom pipelines and roles
- Enhanced AI features
- Onboarding support
Enterprise
For platforms and large organizations
Starting at — Contact us
- Custom data integrations
- SSO and governance
- Dedicated CSM
- Compliance reviews and sandbox
Frequently asked questions
How does onboarding work?
A guided implementation plan with data migration, workflow templates, and training tailored to your firm.
What integrations are available?
Connect custodians, held-away feeds, planning tools, and communications platforms out of the box.
How is data secured?
Encryption in transit and at rest, role-based access, audit trails, and region-aware hosting options.
Can you support multi-entity structures?
Yes. Kendril handles multi-office and multi-entity hierarchies with governance controls.
Talk with our team about pricing
We’ll tailor a plan to your data architecture, compliance needs, and growth goals.