Athena AI for your clients
Every client gets an answer. Every answer sounds like you.
Athena AI answers your clients’ money questions inside your branded app, using their own numbers and your firm’s methodology. When a question needs judgment, it goes to an advisor.
What clients ask
Clients no longer save questions for the meeting
Now they ask the moment they think of it, and get an answer right away.
- Can I retire at 62?
- When should I take Social Security?
- Roth or pre-tax this year?
- How much should I keep in cash?
- Can we afford the house?
- Is my 401(k) contribution enough?
- What changed this week?
- Can I retire at 62?
- When should I take Social Security?
- Roth or pre-tax this year?
- How much should I keep in cash?
- Can we afford the house?
- Is my 401(k) contribution enough?
- What changed this week?
- Should I pay off the card first?
- How do I start a 529?
- Do I have enough life insurance?
- What does my Health score mean?
- Why did my credit score drop?
- Should I move this old 401(k)?
Anatomy of an answer
Every answer is one you can stand behind
“Can I retire at 62?”
On your current plan, retiring at 62 still funds the next 28 years. The gap is your mortgage at 6.8%. Refinancing first, then a Roth conversion in 2027, closes it.
$800,000
Planning engines
The numbers
Balances, projections, and recommendations come from deterministic engines and simulations.
Athena AI
The words
The model explains those numbers clearly, in your firm’s voice.
Your advisors
The judgment
Clients can reach a person anytime. Your team sees every conversation and can step in when it matters.
One household record
Your clients and your advisors get the same answers
Athena AI works from one record of each household. What a client hears in the app matches what your advisor sees in Mission Control.
Your clients ask
In your branded app
Plans, accounts, debt, and next steps.
One household
One record. One AI.
Everything both sides ask about, kept in one place.
- Accounts
- Plan
- Investing
- Messages
- Health
- History
Your team asks
In Mission Control
Trades, exceptions, emails, and conversations.
When they want a person
Your advisors pick up right where the chat left off
Every conversation lives on the client’s household, so no one starts from scratch.
The client asks for an advisor
From any answer, in one tap.
The thread arrives in Mission Control
With the question, the answer, and the numbers behind it.
Your advisor replies in context
The next call starts with what they already asked.
Clients engaged between meetings
A reason to open your app every week, not once a quarter.
Better-prepared conversations
Advisors see what clients asked before the next call.
Advice that scales with care
Every client gets a timely answer, whatever the account size.
Athena AI for your team
The same AI drafts email replies, checks compliance, and reviews trading for your advisors
No. Recommendations come from Athena’s planning engines and simulations. The model explains them in your firm’s voice. It doesn’t invent balances, accounts, allocations, or ages.