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Household intelligence for wealth management firms

Every household detail woven together.

Kete™ turns client policies, trusts, tax returns and deeds into a living view of each household. Less piecing together. More conversations that grow your firm.

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  • SOC 2 Type 2
  • A separate environment for every firm
  • Every insight and data point traced to its source

The problem

The portfolio is just one part of the picture.

Your clients’ financial lives extend far beyond their investments. Their families, businesses, properties, goals and life events all shape the decisions they make and the solutions they need. But that information is often scattered across systems, documents, and conversations – leaving you to put together the bigger picture.

Kete builds that connected picture.

How we help

The best insights live between documents.

Your client’s lives are always evolving, and as lives change, so do plans and critical documents. Kete monitors your systems and documents for those changes, surfacing them as insights for advisors.

Kete household view with insights, key dates and household details, alongside example insights such as a rental property with no matching coverage

Why Kete

Because our lives don’t stand still.

See the whole picture

A single view of each client household across eight life domains, built from 450+ document types and integrated with your CRM and notes.

The Kete Score™

Know how complete your picture is, for every household and every domain: what you hold, what's missing, and what's out of date.

Net new insights

Rules that look across domains surface gaps and opportunities no single-domain tool can see — each one explained and traced to its source.

Context that compounds

Every new document or CRM entry refines the household profile. Kete checks your connected systems, so the view stays current without anyone asking.

Compliance by design

A separate environment for every firm, deterministic insights, full audit logging, and an advisor in the loop on everything Kete surfaces.

See Kete in Action How Kete works →

Who it's for

One platform, the whole firm.

Firm owners

See opportunity across your whole book.

Kete’s unique household views come together to give you a new picture of the business. Which households are complete, where the gaps cluster, and where the planning conversations are waiting. Pricing is per household, so every advisor and staff member can use Kete without a seat count.

Ready to see the whole picture?

Book a 30-minute walkthrough with our team and see Kete in action.

Book a demo