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Focus on planning,
not paperwork

Unlock the insights and information you need to scale holistic planning firmwide.

Kete launches early 2026.

Stay in TouchLearn more
Advisor

Focus on planning,
not paperwork

Unlock the insights and information you need to scale holistic planning firmwide.

Kete launches early 2026.

Sign UpLearn more
Advisor
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Join Kete's Pre-Launch Wealth Management Pilot

We have limited places remaining in our pre-launch pilot program for Wealth Managers. Pilot firms will receive holistic reports for up to 500 clients at no cost.

Request information

Solve the Planning Puzzle.

Holistic planning has many pieces. Kete brings them together for you, letting you focus on the whole picture.

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Solve the Planning Puzzle.

Holistic planning has many pieces. Kete brings them together for you, letting you focus on the whole picture.

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Supercharging Advisors

Turn hours of document review into minutes.

AI-powered intelligence across all planning disciplines, analyzing over 300 types of client document, so you can focus on what matters.

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Automatically analyze documents

Unlock insights from client documents in minutes.

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Make connections, uncover opportunities.

Connect insights and create a clear picture for your client.

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Create detailed reports

Create beautiful, customizable reports that

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Dive deeper with AI

Find the information you need with an AI assistant for every client.

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Scalable holistic planning for your firm.

Empower your team to deliver more value, faster.

Dramatically reduce meeting preparation

Kete analyzes client documents in minutes, bringing key information to your fingertips.

Automatically uncover opportunities

Identify risks, opportunities and important action items for each.

Comprehensive planning at scale

Unlock your team's planning potential and deliver holistic advice for every client.

Seamless integration with your systems

Bring the power of AI to your existing tech stack. No need for migrations.

Secure and compliant from the start

We encrypt your data end-to-end with WORM compliance and detailed logging.

Always be up to date

Automatically include insights from new documents into your plans and platforms.

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Kete Advisor Platform

Build the reports you need.

Kete automatically extracts the data, creates your report and makes observations for you to share with clients. Mix and match sections to build the report you need. Apply your branding and be ready to impress.

Accounts

Analyze any statement to build a picture of client holdings.

Tax Returns

Summarize and compare tax returns to identify opportunities.

Real Estate

Summarize real estate portfolios, including valuations, insurance, income and equity.

Estate Planning

Review wills, trusts and other documents to ensure your client's wishes are followed.

Insurance

From P&C to life and liability - identify gaps and optimize coverage.

Employer Benefits

Spot under contribution and missed opportunities quickly.

Social Security

Quickly summarize and consolidate social security statements.

Important Dates

Identify key dates including renewals and milestones for your client.

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Ask Kete

When you need to go beyond a report.

Sometimes you need to dig a bit deeper to answer a question or form a strategy. With a secure personal assistant, Kete has you covered.

  • Actionable Insights – Advanced analytics to track and improve performance
  • Automated Workflows – Streamline ad management and boost efficiency
  • Seamless Integrations – Connect with your favorite marketing tools effortlessly
Agent Screen

Ask Kete

When you need to go beyond a report.

Sometimes you need to dig a bit deeper to answer a question or form a strategy. With a secure personal assistant, Kete has you covered.

  • Actionable Insights – Advanced analytics to track and improve performance
  • Automated Workflows – Streamline ad management and boost efficiency
  • Seamless Integrations – Connect with your favorite marketing tools effortlessly
Agent Screen
Learn More

Integrations

Kete works with your existing platforms to unlock client insights.

Connect your tools, connect your data. With support for leading wealth management CRMs and document vaults, you don't have to change your tech to get the most of AI.

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Box.com integration

Analyze client documents directly from your Box.com vault.

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One Drive integration

Analyze client documents directly from your One Drive document store.

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Google Drive integration

Securely analyze client documents directly from your Google Drive.

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eMoney integration

Access client data and power insights directly from eMoney.

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RedTail integration

Access client data and power insights directly from RedTail.

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Salesforce integration

Access client data and power insights directly from Salesforce.

Stay In Touch

Stay In Touch

Get notified when we launch

Kete is currently running pilots and is preparing for launch early 2026.
Sign-up here for updates and launch information.