How your firm gets help
A team behind your firm
Send us a message and a member of the Athena team gets back to you.
A guided start
We walk your team from the first demo to your first households on Athena.
Security reviews
SOC 2 Type II, the controls reviewers ask about, and answers for your security questionnaire.
Answers on the site
Integrations, the FAQ, and our guides cover how the platform works in detail.
One message reaches us for everything — a question about a household, a setting you want changed, a security review, or an idea for what Athena should do next. Send us a message with your firm’s name and what you need, and we’ll take it from there.
What we cover when you start
Getting started on Athena is a short path, not a conversion project. Athena runs on top of Charles Schwab, so there is no custody switch and no household to repaper. We cover the rest with your team:
Map your book
Your households, your team, and the clients you want to serve more of, on top of Schwab.
Put your brand on the app
The client app, the chat, and every email carry your firm’s name from day one.
Set your policies
Your investment policy and the firm settings your compliance team controls, such as AI drafting.
Walk a morning in Mission Control
Which households need a person, and what Athena already handled overnight.
Most firms start with Mission Control and the client app, then add investing. Book a demo to map your own first weeks, and see what connects on day one on Integrations.
Your team, your settings
Your firm runs its own team on Athena. Add teammates and change their roles in Mission Control without filing a request or waiting on us, so a new advisor can start the day they join. For anything that needs Athena — a sign-in reset, a question about a setting, a household that doesn’t look right — send us a message.
when your team asks about a household, the accounts, plan, messages, and history are already together in Mission Control, so the answer starts with the full story.
Where your clients get help
Your clients don’t need a help desk. Help is built into the app they already open under your brand, and a person from your firm steps in whenever it matters. That keeps everyday questions out of your inbox and keeps the relationship with your firm.
| Client question | Where it’s answered |
|---|---|
| “Am I on track?” | In your app |
| “Should I pay this down or invest?” | Athena AI |
| Replies to client email | Drafted for your advisor |
| Questions that need judgment | Your advisor |
- Client question
- “Am I on track?”
- Where it’s answered
- In your app
- Client question
- “Should I pay this down or invest?”
- Where it’s answered
- Athena AI
- Client question
- Replies to client email
- Where it’s answered
- Drafted for your advisor
- Client question
- Questions that need judgment
- Where it’s answered
- Your advisor
Athena AI answers any time of day, in your firm’s voice, from the household’s own numbers, and brings in your team when a question calls for real advice. See it on the client app and in Communication at scale.
Security and diligence
Athena maintains SOC 2 Type II compliance and runs on Amazon Web Services. When your compliance team or a client asks how data is protected, the answers are ready: encryption, access, AI governance, and how people stay in the loop are all on our Security page.
Security
Diligence answers, ready when you are.
See SOC 2 Type II and the controls reviewers ask about first.
Visit SecurityLearn the platform
Our guides walk through how Athena works and what it does for your firm, from planning and investing methodology to turning ads into clients. Quick answers are in the FAQ.
From ad to wealth client
One app does both jobs, so prospects become clients without a second system.
Portals vs wellness apps
Monarch & Origin vs Athena
Orion & Advyzon vs Athena
Planning methodology
Tax-aware ETF methodology
How Athena harvests, locates, and rebalances across a household overnight.
Financial Health Score
Communication at scale
Reach us
send us a message. Include your firm’s name and what you need, and a member of the team will get back to you.
Athena Advisory Inc is based in Austin, Texas. Learn more about us, or reach the team from Contact.