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Our Clients

1

Wealth Managers

Focus on your clients and growing your business, leaving the rest to us. KAI can handle reporting, portfolio and risk management, and more. 

Save time and money on client service and prospecting, and give your clients access to AI.

2

Asset Managers

Centralize your research and portfolio management in one tool. No more downloading data and adding it to excel models, or working with clunky risk systems. Everything you need is right here, in an intuitive interface.

3

Retail & Online Brokers

Give your investors and traders everything they need right on your platform. No more leaving your platform to get stock suggestions, build portfolios, or get questions answered. With KAI, you can drive engagement and trading all on your platform.

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