Integrations
What Kemen connects to, and what it can do there
Kemen's agents work over the systems an advisory firm already runs: the CRM, the custodian, each advisor's calendar and inbox. They read from those systems, draft work for an advisor, and write back only what an advisor has approved.
11 integrations are live today. 32 more are planned, and we list them so you can see where we're heading. A planned integration doesn't work yet.
Live today
Each of these is built and in use. The second column says exactly what Kemen reads and writes.
| Integration | What Kemen reads and writes |
|---|---|
| Wealthbox | Reads contacts. Writes a note to the contact once an advisor approves it. |
| Sends to the firm's advisors only, never to clients. | |
| Slack | Messages advisors. Drafts can be approved or turned down from the message. |
| Microsoft Teams | Messages advisors. Drafts can be approved or turned down from the card. |
| Google, Outlook & iCloud calendars | Read-only. |
| Positions file import | Read-only. Positions, cost basis and balances from the custodian's export. |
| Plaid | Read-only. Linked by the client. |
| Tink | Read-only. Linked by the client. |
| Prometeo | Read-only. Linked by the client. |
| Morningstar | Read-only fund data. |
| Outbound webhook | Outbound only. Sends events to a URL the firm runs. |
The full directory, by layer of the stack
Ordered the way a firm buys its stack. Market-share figures are from the 2026 T3 / Inside Information advisor technology survey and Kitces research. They describe the industry, not Kemen.
CRM
The file of record. Review packs and meeting notes are written onto the client's contact.
- Wealthbox17.5% of advisorsLive
- Redtail42.5% of advisorsPlanned
- Advyzon10.2% of advisorsPlanned
- Salesforce Financial Services CloudPlanned
Where your advisors work
The agents reach each advisor in the tools they already live in, and read their calendar to prepare meetings.
- EmailLive
- SlackLive
- Microsoft TeamsLive
- Google, Outlook & iCloud calendarsLive
Custody
Where the assets actually sit. Positions, cost basis and balances per household.
- Positions file importLive
- Charles Schwab58%+ of RIAsPlanned
- Fidelity InstitutionalPlanned
- Altruist6,000+ advisorsPlanned
- BNY PershingPlanned
- State Street Wealth ServicesPlanned
- SEIPlanned
- TradePMRPlanned
Aggregation & held-away
Everything the household owns that isn't at the custodian.
- PlaidLive
- TinkLive
- PrometeoLive
- PonteraPlanned
Financial planning
We read plans rather than replace them — the Big Three hold about 80% of this category.
- eMoney35.6% of advisorsPlanned
- MoneyGuide24.2% of advisorsPlanned
- RightCapital21.4% of advisorsPlanned
Portfolio & reporting
Performance and billing systems of record.
- OrionPlanned
- Envestnet | TamaracPlanned
- AddeparPlanned
- SS&C Black DiamondPlanned
Specialised planning
Tax and estate, the two fastest-growing categories in the stack.
- Holistiplan38.9% of tax toolsPlanned
- Wealth.comPlanned
- VanillaPlanned
- FP AlphaPlanned
Research & product data
What stands behind a product recommendation.
- MorningstarLive
- YChartsPlanned
- NitrogenPlanned
Meeting notes
The fastest-growing category in advisor tech — one product tracked a year ago, fourteen now.
- Jump~1 in 10 US advisorsPlanned
- ZocksPlanned
- ZeplynPlanned
Compliance & archiving
A client-facing chat is a communication, and your books-and-records obligation covers it.
- Books-and-records exportPlanned
- SmarshPlanned
- Global RelayPlanned
Billing & operations
Fee billing and e-signature.
- AdvicePayPlanned
- DocuSignPlanned
- Outbound webhookLive
How a connection works
Agents read a synced copy, not your vendors' live APIs. Kemen syncs each connected system into one store, and every record keeps where it came from. That's how every figure in a draft can cite the account, holding or contact behind it.
Writing back is a named action that waits for approval. Today the only write into a firm's system of record is a note on the client's Wealthbox contact, made when an advisor approves a review pack, meeting notes or a follow-up. Beyond that, Kemen only sends messages to your advisors and events to a webhook you configure. The CRM stays the file of record.
Custodians without a partnership. Direct custodial feeds need an agreement with each custodian. Until then, Kemen reads the standard positions export from Schwab, Fidelity and Altruist, which needs nothing from the custodian.
Firm-specific systems. If your firm runs something that isn't listed, a pilot can usually start with a file export and a field mapping your IT admin reviews. That mapping is versioned, and you can roll it back.
Using a planned integration? Tell us when you apply for the pilot. What pilot firms ask for decides what we build next.
Kemen is in private beta
We're onboarding a small group of independent advisory firms as pilot partners. Leave your work email and we'll reach out.