What Ad Tech does for your firm
More clients, same spend
Every click lands in your app, where prospects get value first — so more of your budget becomes funded households.
Your brand on every ad
Your firm’s name and voice on the ad, the app, and every message that follows.
Nothing runs without you
Ads are written from your approved claims, checked first, and publish only when you approve.
No marketing team needed
Athena writes, publishes, and tracks the campaign, so growth doesn’t mean a new hire.
Ads written from your approved claims
Your firm already knows what it can say. Athena Ad Tech starts there. It writes copy and creative in your firm’s voice from your approved claims, so every ad sounds like you and stays inside the lines your firm has drawn.
Before an ad ever reaches you, Athena checks it for prohibited claims, missing disclosures, and risky phrasing. You see what passed and what didn’t, then approve, revise, or hold. You spend minutes signing off on a campaign instead of weeks producing one.
Athena writes
Copy and creative in your firm’s voice, from your approved claims.
Athena checks
Every ad is read for prohibited claims, missing disclosures, and risky phrasing.
You approve
Approve, revise, or hold. Nothing runs until you say so.
It publishes
The approved set goes live on all six platforms at once.
Six platforms, one approval
Your prospects aren’t on one network, and your firm shouldn’t have to run six campaigns to reach them. The set you approve publishes to Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube together, with your firm’s name on every one.
Spend is aimed at people who look like the clients who already fund with you — the ones who opened the app, linked accounts, and became households — so your budget goes where it is most likely to build your book.
Every click opens your app
Most ads send a click to a form. With Athena, the click opens your firm’s branded app instead. The prospect links accounts and sees their net worth, cash flow, Health score, and next steps right away, and Athena AI answers their questions in your firm’s voice. They get something useful before you ask for anything.
When they are ready, they open and fund a Schwab account right in the app. The prospects who aren’t ready yet keep using your app under your brand, so your firm is the one they think of when they are. The full path from first click to funded household is in our guide, From ad to wealth client.
prospects meet your firm in the same app your clients already use, so there is no handoff between marketing and advice.
Acquisition in Mission Control
Ads, approvals, and new households sit in Mission Control, your household CRM, next to the rest of your book. Your morning scan covers growth and service in one place, and you never babysit a separate marketing stack after hours.
What was created
Every ad Athena wrote, what the check flagged, and what you approved.
Spend and reach
Spend and reach across all six platforms, side by side.
Who is ready to talk
Who opened the app, what they asked Athena AI, and which accounts they linked.
Who funded
New clients on the same household record your team already works from.
Who does what
| Campaign step | Who handles it |
|---|---|
| Writing copy and creative | Athena |
| Checking claims and disclosures | Athena |
| Approving what runs | Your firm |
| Publishing to six platforms | Athena |
| Guidance and account opening | In your app |
| The first advice conversation | Your advisors |
- Campaign step
- Writing copy and creative
- Who handles it
- Athena
- Campaign step
- Checking claims and disclosures
- Who handles it
- Athena
- Campaign step
- Approving what runs
- Who handles it
- Your firm
- Campaign step
- Publishing to six platforms
- Who handles it
- Athena
- Campaign step
- Guidance and account opening
- Who handles it
- In your app
- Campaign step
- The first advice conversation
- Who handles it
- Your advisors
Athena does the production work, and your firm keeps the decisions: what your ads say, and how you advise the households they bring in.
Growth your team can absorb
New households arrive already set up in their app, already used to finding answers there, and already comfortable with your firm. Athena AI handles the everyday questions, and Mission Control shows your team who needs a person. More clients from your ads means more households per advisor, not a longer to-do list.
Guide
Every ad. More clients.
Follow a prospect from the first tap to a funded household, and see how the ones who aren’t ready yet stay yours.
Read the ad-to-client guideAd Tech is one part of a single platform. Prospects land in the client app, new households appear in Mission Control, and every one gets a plan that stays current from day one. See how it fits a lean team on our For RIAs page.