Less work. Better advice.
The AI-native platform that runs your whole practice.
Planning, trading, billing, client communication, and a client app under your brand, all on one platform with AI built in.
Built for your team. Branded for your clients.
Mission Control
Planning, trading, and conversations in one view
It all runs off one household record, not four systems that need reconciling.
Plans stay current between meetings
Every household’s next move is ranked and queued, so reviews start from what changed.
Household trading, run for you
Athena checks every household each night, then harvests, locates, and rebalances as one policy, trading only when a household needs it. You review exceptions, not trades.
Every conversation on the household
Emails, texts, and Athena AI chats sit on the household in Mission Control, so anyone on your team can pick up where the last reply left off.
Athena AI
AI that answers clients in your firm’s voice
Clients ask Athena AI in your app and get answers from the household record and your investment policy. Your advisors see and act on every conversation in Mission Control.
Asked in the app, answered by Athena
Balances, contributions, and plan questions get answered in your app, any hour, instead of waiting on email.
Sent by email or text, drafted by Athena
Athena sees client emails and texts to your advisors and drafts each reply from the household record.
Every reply, sent by your advisor
Your advisor approves, edits, or holds each draft. Nothing goes out in their name without them.
How your firm grows without adding headcount
With the routine work off your team’s plate, three things change.
Your advisors’ time goes to judgment
Athena keeps every household’s plan current and flags the ones that need a person, so advisors spend their hours on decisions instead of plan updates.
See planning
Smaller accounts become worth serving
A $200K household gets the same tax-aware harvesting, asset location, and rebalancing as a $5M one, so smaller accounts become a growth market instead of a cost.
See investing
Every client stays close, without more email
Clients get answers in your app and replies drafted from their household record, so your firm stays in touch with every household without adding to your team’s week.
See communication
Track record
Running real books at scale today
- End-user accounts on the platform
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- Assets on the platform
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- Historical uptime
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- AI conversations with clients
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