> ## Documentation Index > Fetch the complete documentation index at: https://village-docs.villagelabs.com/llms.txt > Use this file to discover all available pages before exploring further. # Kelso Features > Comprehensive capabilities of the Kelso AI Agent ## Kelso Features A comprehensive overview of Kelso's AI-powered capabilities for ESOP analysis and planning. ## Core Capabilities ### Natural Language Interface **Ask questions like you would to an ESOP expert:** * "What happens if we increase our contribution rate?" * "How does our repurchase obligation change if turnover increases?" * "What vesting schedule would minimize costs while staying competitive?" **Get expert answers that include:** * Direct answers to your questions * Supporting data and analysis * Visual charts and graphs * Related considerations * Recommended actions ### Repurchase Forecasting **Predict future obligations with confidence:** * Year-by-year obligation forecasts * Multiple scenario modeling * Cash flow impact analysis * Sensitivity testing * Monte Carlo simulations **Customizable assumptions:** * Turnover rates by demographics * Valuation growth projections * Future contributions * Diversification elections * Distribution patterns ### Plan Design Analysis **Evaluate plan design options:** * Vesting schedule comparisons * Allocation formula modeling * Eligibility requirement analysis * Distribution policy impact * Diversification feature evaluation **Compare scenarios side-by-side:** * Participant impact analysis * Company cost projections * Cash flow implications * Competitive benchmarking * Compliance verification ### Scenario Modeling **Test "what-if" scenarios:** * Growth rate variations * Turnover assumptions * Acquisition modeling * Downsizing impact * Valuation changes **Comprehensive outputs:** * Financial projections * Participant account values * Company contributions * Repurchase obligations * Cash flow statements ### Compliance Checking **Built-in regulatory knowledge:** * DOL prohibited transaction rules * IRS coverage and non-discrimination tests * ERISA fiduciary standards * Valuation requirements * Distribution regulations **Automated compliance alerts:** * Coverage test warnings * Top-heavy test monitoring * Anti-cutback violations * Adequate consideration issues * Required distribution tracking ## Advanced Features ### Multi-Year Forecasting Forecast 10+ years into the future with: * Participant lifecycle modeling * Hiring and turnover projections * Compensation growth trends * Valuation trajectory analysis * Obligation accumulation tracking ### Sensitivity Analysis Understand which assumptions matter most: * Identify key drivers of outcomes * Test ranges of assumptions * Visualize sensitivity * Focus planning on critical factors * Reduce forecast uncertainty ### Integration Capabilities Connect Kelso to your existing systems: * Payroll system integration * Valuation data import * TPA system connectivity * Financial system exports * Custom API access ### Reporting & Visualization Professional outputs for stakeholders: * Board presentation materials * Trustee reports * Management dashboards * Participant communications * Advisor deliverables ### Historical Analysis Learn from your ESOP's history: * Analyze past trends * Compare forecasts to actuals * Identify patterns * Improve future predictions * Understand drivers of change ## User Experience ### Intuitive Interface * Clean, modern design * Natural conversation flow * Visual results presentation * Easy scenario saving * Quick access to common tasks ### Fast Performance * Instant responses to simple queries * Complex scenarios in seconds * Real-time updates * No waiting for batch processing * Always available ### Collaborative Tools * Share analyses with team members * Comment on scenarios * Version control for plans * Audit trail of decisions * Export to common formats ## Data & Security ### Your Data, Protected * Bank-level encryption * SOC 2 Type II compliant * HIPAA-ready architecture * Regular security audits * Granular access controls ### Data Ownership * You own your data * Export anytime * No vendor lock-in * Delete on request * Privacy-first design ### Model Transparency * Understand how Kelso makes recommendations * See the data behind predictions * Review assumptions used * Challenge results * Build confidence in outputs ## Platform Capabilities ### Multi-User Support * Unlimited users per ESOP * Role-based permissions * Activity tracking * Collaborative workspaces * SSO integration ### Version Control * Track changes over time * Compare different plan designs * Revert to previous scenarios * Document decision rationale * Maintain audit trail ### Integrations **Current integrations:** * Repurchase Forecasting Engine * Common TPA systems * Excel import/export * API access **Coming soon:** * Additional TPA platforms * Valuation firm systems * Accounting software * Document management ## Support & Training ### Included Support * Email support (24-hour response) * In-app chat * Comprehensive documentation * Video tutorials * Webinar training sessions ### Premium Support (Enterprise) * Phone support * Dedicated account manager * Custom training sessions * Priority feature requests * Quarterly business reviews ## Updates & Improvements Kelso is continuously improving: * Regular feature updates * Model accuracy enhancements * New integrations * User-requested features * Latest AI capabilities All updates are included in your subscription at no additional cost. ## Get Started Get up and running in minutes Explore how others use Kelso