A White-Label Client Platform for Financial Advisors

Unified client relationships, documents, communications, and AI — white-labeled to your firm. Compliance archival, custodian integrations, and AUM aggregation are available through our feature request system.

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How financial services firms operate

Financial advisors and wealth managers serve households, not just contacts — spouses, trusts, and related entities. Client relationships span years, and every call, email, and document must be retained per SEC, FINRA, or state rules. Advisors typically juggle a CRM (Redtail/Wealthbox), a portfolio accounting tool (Orion/Black Diamond/Addepar), compliance archive (Smarsh/Global Relay), and email — rarely on one unified record.

Common challenges we see

Client data scatters across CRM, portfolio tool, compliance archive, and email
Household-level thinking is awkward in contact-centric CRMs
Communication retention for compliance is manual or duplicated
Post-onboarding relationship cadences (birthdays, reviews, market updates) drift
Client portals feel dated compared to the apps clients use daily

How KamoCRM applies to Financial Services

KamoCRM's unified record centralizes every client interaction — calls, emails, meetings, documents, AI assistant queries — on one profile. Customizable pipelines model your onboarding and review cycles. Full white-label gives clients a modern portal under your firm's brand, with e-sign-ready documents and secure messaging. The AI assistant, grounded in your knowledge base, can surface firm policy answers for staff and client-friendly FAQs.

What's included in every KamoCRM deployment

The same unified platform powers every industry. Listed below is what's actually built today.

CRM & Sales

The relationship core, adaptable to your deal flow.

Leads, contacts, and account management
Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
Imports, exports, and de-duplication
Sales analytics and lead reporting

Communications

Calls, video, messaging, email — unified on customer records.

RingCentral integration for business phone and SMS
Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
Real-time team messaging with presence
Calendar sync via CalDAV

Documents & Knowledge

Work together on documents, capture institutional knowledge, and put AI on top.

Real-time collaborative document editing
Secure file storage (MinIO) and media library
Knowledge base with approval workflows
Version control and history

AI

An assistant grounded in your knowledge base, not a generic chatbot.

AI chat assistant
RAG-powered semantic search across your knowledge base and data
Predictive insights and recommendations

Admin, White-Label & Security

Multi-tenant from day one, with your brand on every surface.

Multi-tenant organizations with department and team management
Role-based access control (RBAC)
Single sign-on: Google, Microsoft, Apple
Full white-label branding (logo, colors, domains, email)
Per-organization feature toggles
End-to-end encryption on video and data at rest
SOC 2 and GDPR aligned; 99.9% uptime SLA
Kubernetes-native (RKE2) on CockroachDB

Billing & Commerce

Billing for customers who resell or charge through the platform.

Stripe billing integration
Subscription and one-time charge handling
Commerce and market pipelines

Requestable

Industry-specific features for financial services firms — available via request

These aren't built natively today. Our feature request system lets you vote on priorities, sponsor custom development, or get them built for your deployment.

Compliance archive export (Smarsh, Global Relay, MiMedia) with SEC/FINRA retention
Custodian integrations for AUM aggregation (Schwab, Fidelity, Pershing, Altruist)
Household data model with spousal/entity visibility rules
Disclosure tracking (Form ADV delivery, privacy notice, fee disclosures)
Portfolio accounting integration (Orion, Black Diamond, Addepar, Tamarac)

Learn about feature requests

Questions about KamoCRM for financial services firms

Can KamoCRM meet our compliance retention requirements today?

The platform captures and retains communications. Formal export to SEC-aligned archive providers (Smarsh, Global Relay) is a top feature request — it can be prioritized through the request system for firms that need it.

Does it integrate with custodians like Schwab or Fidelity?

Not natively today. Custodian integration is on the requestable list and firms can sponsor development or vote to prioritize.

How does the household data model work?

Contact-level relationships are first-class; formal household rollups with spouse-specific visibility are requestable enhancements firms can vote on.

Can advisors use this instead of Redtail or Wealthbox?

For the CRM + comms + documents + AI substrate, yes — with honest acknowledgment that industry-specific features (compliance archival, custodian aggregation) are requestable rather than shipped today.

What's included vs requestable?

Included: CRM, calls via RingCentral, video (KamoMeet), email integration, collaborative documents, knowledge base, AI, white-label. Requestable: compliance archive export, custodian integrations, household model, disclosure tracking.

See KamoCRM for Financial Services

Start free on the unified platform. Request the industry-specific features you need on top.

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