Every meeting
prepared before your advisors ask
Kemen's agents work like colleagues on the tools your firm already uses. Nothing reaches a client until an advisor approves it.
Confirm your email and the agents are at work on a sample firm. No password, no call.
Q2 review — Marina Ruiz
Meridian Wealth · assembling
Suggested agenda
Rebalance the 7-point equity overweight · harvest two lots · revisit the retirement date, now two years earlier.
Reads the stack your firm already runs
Connected and working today. The rest of the directory — Redtail, Orion, Addepar, eMoney, Pontera and thirty others — is marked planned on the integrations page, alongside what each live one reads and writes. We don't show a logo we can't connect.
The constraint isn't judgement. It's assembly.
Pulling the balance sheet, working out what moved, checking the allocation, hunting for tax items, writing it up. None of it is the part a client pays for, and all of it has to be right.
53
hours an advisor actually works a week
5.3
of them go into preparing for meetings
71
active clients on the median RIA advisor's book
18%
operating margin — a record low for the industry
Figures from Kitces advisor productivity research and the 2026 T3 / Inside Information advisor technology survey. They describe the industry, not our results.
A team that does the preparation, so your advisors do the advice
Each agent has one job, runs on its own schedule, and hands its work to an advisor — the way a good associate would. When an agent decides not to act, it says why.
Review drafter
Drafts the review pack for any client who needs one — plan off track, idle cash, losses to harvest — with every figure cited. Skips a client reviewed last month, and says why.
Meeting prep
Reads your calendar and the meetings clients request. The pack is ready before you walk in.
Meeting notes
Notes, action items and the follow-up email, plus any profile change — each one quoting the client's own words.
Outreach
Notices what changed — income stopped, contributions paused, spending jumped — and drafts a note to that client.
Market moves
Finds the week's big moves in what your clients actually hold, and who is exposed. It leaves the why to you, and never guesses a cause.
Morning brief
What changed across your book, what was drafted for you overnight, and what to do first.
They report in email, Slack or Teams — each advisor picks where. Your firm's IT admin sees every run and can switch any agent off. What runs on its own, and what waits for an advisor
Work product, not a chatbot bolted onto a dashboard
Four things a wealth manager does every week, each one finished to the point where all that's left is your judgement.
The meeting pack, assembled before you sit down
Kemen reads your calendar and has the pack ready the day before: balance sheet, what moved since last time, allocation against the house model, tax items, whether the plan still holds, and what you agreed last time. Deterministic engines compute every figure; the model writes the prose and a suggested agenda. You edit, sign and send.
Quarterly review — Marina Ruiz
Assembled from 6 accounts · 41 holdings
Drafted summary
Net worth is up +4.2% on the quarter, driven by the brokerage account. Equity sits at 72% against a 65% target — worth a rebalance conversation.
Every figure computed in Python and linked to the row behind it. The model writes prose, never arithmetic.
Agents prepare. Advisors decide.
Like a good associate, the agents work in the background on the systems your firm already runs, and come to the advisor with finished work. The advisor stays accountable for the advice — so nothing an agent writes goes out until they approve it.
The agents draft
- Over your custodian files, CRM and calendar
- Every figure computed by deterministic engines, and cited
- Each draft says which agent wrote it, and why
You review
- One queue of what's waiting, and a message when there's something new
- Edit, send — or turn it down with a reason the firm keeps
- Supervision sees what each agent writes and how often it's sent back
It reaches you where you work
- The morning brief, drafts ready and client requests arrive in email, Slack or Teams
- One link opens the exact draft in Kemen
- What you approve goes onto the client's CRM contact — the file of record stays yours
You sign it. So you need to see where it came from.
The arithmetic is deterministic
Every figure is computed in Python by the same engines the rest of the app totals from, and carries a citation to the row behind it. The model is handed finished numbers and asked for prose — never for maths you'd be accountable for.
Your own identity provider
Bring the firm's Okta, Entra or Google Workspace. One tenant, one directory, one offboarding step.
An audit trail that exports
Who opened which client, what was published, when it was acknowledged — on screen and as CSV.
Every action carries a name
Which agent drafted it, which advisor approved it, and when — recorded against the work, and reviewable by the firm's supervisor.
Nothing leaves without approval
Agents draft; advisors send. Messages reach your team only on the Slack and Microsoft hosts you connect, through links stored as credentials.
Drafts belong to the firm
Work in progress is the firm's, not the individual's, so a departure doesn't take the client's file with it.
Client data never trains a model
Models run on Amazon Bedrock inside Kemen's own AWS account. Prompts and outputs aren't used to train them and aren't shared with the model's maker.
Watch the agents work
Your email is all it takes. You get a firm of twelve sample households, and the agents prepare tomorrow's meeting, draft review packs and write your morning brief while you watch.
Want it on your own book? Pilot Kemen at your firm