Solutions
Built for firms at every stage
Kendril scales from solo practices to multi-office enterprises with the same AI-native foundation.
Solo & emerging advisors
All-in-one instead of 5+ logins with AI as a force multiplier.
- All-in-one instead of 5+ logins
- AI as a force multiplier for client communication and prep
- Turnkey workflows for onboarding and reviews
Multi-advisor RIAs
Shared views of households, pipelines, and tasks with governance.
- Role permissions, team queues, and automations by office or advisor
- Shared views of households, pipelines, and tasks
- Firm-wide templates and AI prompts
Enterprise / platforms
Built for multi-entity hierarchies and branded portals.
- Multi-entity hierarchies and branded portals
- Integration into existing data lakes and reporting
- Governance, audit trails, and compliance tooling
Book a demo tailored to your firm size
We’ll map Kendril to your team structure, custodians, and workflows.