What can we help you organize?
Create peace of mind for your family with an all-in-one solution that keeps everything secure, organized, and accessible.
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Organize
Bring all your critical information together in one location.
Simplify
Make data easier to understand with summaries, checklists & reports.
Prepare
Streamline the process of sending and receiving data with others.
Protect
Safeguard your data with bank-grade security and privacy.
We help families stay synchronized
With Kinnect, each member of the family can manage their data, and collaborate with others as necessary. We keep the entire family organized, synchronized, and prepared for the future.
Data Management Features
AI Powered Document Management
Upload your files directly into Kinnect, or forward emails with attachments to your unique Kinnect email ID. We will utilize AI to organize them into the right place for you, extract key data points, and provide easy to understand summaries of what was uploaded.
Object-Based Data Templates
Kinnect provides users with over 1,000 data templates for everything they might consider 'important', from estate documents and financial accounts to passwords and contacts. These templates break each unique 'object' down into a simplified, understandable format for all collaborators.
Collaborative Vaulting
Put simply, templates live in vaults, and vaults live in users’ accounts. Generally, each independent ownership structure gets its own vault. This enables each user to view and manage the items they own individually, jointly with others, or through legal entities. This innovative architecture ensures Kinnect can adapt to meet the needs of any user.
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Share in the Present & Future
Kinnect enables users to control who they share with, and when their data will become accessible to others. Easy to control settings empower users to ensure their data is accessible to the right people at the right time.
Checklists & Single Click Reminders
We make it as easy as possible for users to not only organize their information, but also to keep it organized and up to date. We'll make sure you know when things are going to expire, renew, or when documents need to be reviewed based on life changes.
Integrations & Automations
It's our belief that what can be automated, should be automated. That's why we utilize live data feeds from the data sources listed below so your data can stay up to date automatically.
Financial Accounts
Cryptocurrency
Financial Accounts
Precious Metals
Public Equities
Foreign Currency
Residential Property
Automobile Values
Create A Clear Financial Picture
We don't just want you to be organized. We want it to be easier for you to understand what you have, how things are owned, and what will happen in the future. You can create reports and visuals that bring everything together on a high level, and then drill down into the details as needed.
A step-by-step, fully guided onboarding process
We understand it's overwhelming to think about getting organized. Our team has worked with hundreds of families over the last four years to develop a process that makes onboarding as easy as humanly possible. Kinnect will walk you through the process of 'getting organized' from start to finish in the same way TurboTax walks you through doing your taxes.
