The documents you already have.
The picture you've been missing.

Kete builds a living view of each household, bringing together their family, finances, property and plans. Gaps and opportunities are flagged automatically, and every insight is traced back to its source document.

Every household gets a Kete Score that shows how complete its picture is. Know at a glance where information is missing, and track progress as each profile fills in and as information gets outdated.

Generate household summaries and planning-gap reports straight from the household profile. Review them before a meeting or share them with your client, with no manual write-ups required.

Ask anything about a household in plain English, like “Which estate documents are out of date?” Get clear answers in seconds, always linked back to the source.

Zoom out to a firm-wide view of every household you serve. See where gaps cluster, which households need attention first, and where your biggest opportunities lie.