Private beta
Pilot Kemen with your advisors
Kemen is in private beta. We're working with a small number of independent advisory firms as pilot partners: firms that want their advisors back in front of clients, and that want to shape the product with us.
Leave your work email and we'll set up the intro call.
A good fit
- A small or mid-sized firm that wants to grow. Usually an independent RIA with about $100M to $1B in assets and 2 to 20 advisors, looking to grow its book.
- Back-office work is the bottleneck. Review prep, meeting notes and follow-ups take the hours your advisors need to serve clients better or win new ones.
- Advisors focused on what moves the needle: client conversations, planning and new relationships, not assembling packs and writing recaps.
- Ready to work a new way. AI agents do the preparation in the background, and advisors approve everything that goes out.
- Someone at the firm, often operations or IT, who can spend a few hours on setup.
What the pilot covers
The pilot covers the meeting cycle, the part of the week where advisors lose the most time:
- Meeting prep briefs the day before each client meeting
- Review packs, with every figure cited, exportable to PowerPoint and Excel
- Meeting notes, action items and the follow-up email, from your notetaker's transcript
- The morning brief, and outreach drafts when a household's situation changes
- Supervision, the activity log and the exam pack for your compliance lead
What your firm needs
- A CRM. Wealthbox connects directly. For other CRMs we start from a file export and a field mapping.
- Custodian position exports from Schwab, Fidelity or Altruist. No custodian partnership is needed.
- Each advisor's calendar (Google, Outlook or iCloud), read-only.
- Where advisors want to hear from the agents: email, Slack or Microsoft Teams.
- Meeting transcripts from the notetaker you already use, for notes and follow-ups.
The live list, with what Kemen reads and writes in each system, is on the integrations page.
How it runs
- Intro call. Your workflow, your stack, and the security questions your compliance lead will ask. Our answers are on the security page.
- Setup. Your IT admin connects the CRM and, if you want it, firm sign-in. Advisors add their calendar and choose where notifications go.
- A baseline. Before the agents start, we write down how long prep and follow-up take today.
- The agents start working on your advisors' real meetings. We check in each week.
Pilot terms, including price, are agreed with each firm before the pilot starts.
What we measure together
- Time spent on meeting prep and follow-up, against the baseline
- How many drafts advisors approve, how many they edit, and how many they turn down
- Any figure an advisor had to correct
- What your advisors wanted that Kemen didn't do
We'll only publish results from your pilot with your written permission.
Apply for the pilot
Leave your work email and we'll set up the intro call.
Not ready for a pilot? Try it on a sample book