What Kemen connects to, and what it can do there

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.