Our Integrations & Partnerships
Knomee works seamlessly with the systems you already rely on — from CRM to financial planning to portfolio management. We don’t replace your tech stack. We enhance it with structured behavioral data that brings context to every client interaction.
Turn Redtail into more than a database. Knomee integrates directly with Redtail CRM to capture and structure what truly matters to clients — values, goals, and motivations — so advisors can deliver personalized advice at scale.
Now available through Schwab Advisor Services, Knomee brings a behavioral data layer to RIAs operating within the Schwab ecosystem. By capturing and structuring what truly matters to clients — values, goals, and motivations — advisors can deliver more personalized advice while preserving continuity and deepening trust.