For RIAs
Take on the clients you used to turn away.
Athena handles the everyday work behind each account, so a lean firm can serve smaller clients well and still have time for advice.
What you get back
Room to grow, without changing how you advise
Athena takes on the work that grows with every new client, so each one adds relationships, not routine.
Your day opens up
Client questions, plan updates, and rebalancing run in the platform. Your hours go to advice.
Growth becomes a system
Prospects come in through your own app, alongside referrals, and you can plan around it.
Smaller clients become good clients
Every account gets the same care, so you can keep the clients who will grow with you.
What changes on Monday
A day built around your clients
The routine runs in the background. Your attention goes where it matters.
Overnight
Accounts stay on policy
Rebalancing and tax-loss harvesting run while you sleep.
Morning
One scan in Mission Control
See which households need you, and nothing else.
All day
Clients get answers in your app
Athena AI answers everyday questions in your voice.
Your time
Relationships and judgment calls
The conversations only an advisor can have.
One app, both jobs
Serve, grow, and supervise on one platform
Prospects become clients in the same app your clients already use, without a second system.
Serve clients in the app
Balances, debt, Health, and answers, in one place.
Invite prospects in
They use your app before they have an account.
Convert in the same place
They open and fund an account without a new portal.
Review exceptions each morning
Accounts stay on policy. You see what needs judgment.
Who you can serve
The clients who’ll grow with you, served well from day one
High earners, heirs, and smaller accounts get the same care as your largest relationships.
- Building wealth, not there yet
- High earners
- Your clients’ next generation
- Heirs
- Ready to start a relationship
- Smaller accounts
Where you’ll work
Three places, one platform
Planning, communication, and Athena AI run inside these three. Not as extra tools.
What clients open
Your branded app
Health, money, debt, and questions. Prospects start here too.
What you open
Mission Control
Your morning scan: households, messages, and leads in one place.
What runs overnight
Household investing
Stays on your policy, with review when you want it.
Most firms start with Mission Control and the client app, then add investing.
What you keep
Keep the systems that run your firm
Your custodian, books, and policies stay where they are. Athena runs the routine work on top.
- What your firm needs
- Custody and funding
- What you keep
- Schwab
- What Athena runs
- Works on top of your custodian
- What your firm needs
- Books, records, statements
- What you keep
- Orion, Advyzon, or Black Diamond
- What Athena runs
- Works alongside them
- What your firm needs
- CRM and pipeline
- What you keep
- Your relationships
- What Athena runs
- Mission Control: households, leads, messages, and exceptions
- What your firm needs
- Investing and tax
- What you keep
- Your investment policy
- What Athena runs
- Overnight rebalancing, asset location, and tax-loss harvesting to that policy
- What your firm needs
- Planning
- What you keep
- Your planning process
- What Athena runs
- Always-current plans, Monte Carlo, tax planning, and branded plan reports
- What your firm needs
- What clients open
- What you keep
- A statement portal, if you need one
- What Athena runs
- Your branded app
- What your firm needs
- Client communication
- What you keep
- Outlook and your newsletter tool
- What Athena runs
- Timely email and in-app guidance, with replies drafted in your own mailbox
- What your firm needs
- Everyday questions
- What you keep
- You
- What Athena runs
- Athena AI in the app, with a path to you
- What your firm needs
- Records and security
- What you keep
- Your archive and written policies
- What Athena runs
- SOC 2 Type II, hosted on AWS
- What your firm needs
- New clients
- What you keep
- Referrals and your website
- What Athena runs
- Ads on Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube that open your app
You keep Schwab. Mission Control can replace a separate CRM, and your books and records stay where they are.