AI that works for your team.

What your team gets

Work done before your team logs in

While your team is offline, Athena works your book. Household portfolios are rebalanced and harvested to your investment policy, every plan is refreshed with the latest balances, and client questions are answered in your app. By the time your advisors open Mission Control, the routine work is done and what’s left is a short list of households that need a person.

New households get the same head start. Upload a prospect’s statements and Athena drafts the financial plan for your advisor to review, instead of someone keying in numbers before the first meeting.

Ask the page you’re on

Every Mission Control page has Athena on it, already looking at the record you have open. Your advisors ask in plain language and get an answer about that household or that run, without copying context into a separate chatbot.

• What did last night’s investing run actually do?

• Why is this household waiting for me?

• Did the review email land, and who replied?

• What has this client already heard from us this week?

The answers name households and the step that ran, not a generic “trades posted.” On an exception, Athena explains why it stopped, what it already tried, and what’s staged for your approval, so the decision takes a minute instead of a morning.

Drafts ready for your approval

When a client emails your firm, Athena drafts the reply from the conversation and the household record and puts it in your advisor’s own mailbox. When your advisor wants to reach out first, Athena drafts that note too. A quick read and a click replaces a blank page.

The communication at scale guide shows how drafted replies keep your inbox manageable as your book grows.

Walk into every meeting prepared

Before a call, your advisor asks Athena for the household’s story and gets it in one place, built from the record instead of a search through inboxes and notes.

• What they asked

  Every question the client put to Athena AI this week, in order, with the answers they got.

• What changed

  New balances, a moved Health score, plan steps they completed, and anything new on the household.

• What your firm sent

  Recent emails and notifications, and whether they were opened or answered.

• What to pick up

  The open questions and next steps worth starting the conversation with.

Your advisor walks in knowing what the client already heard, so the meeting starts where the client is, and the time goes to the conversation only an advisor can have.

Supervise what clients hear

Every conversation clients have with Athena AI in your app is stored on the household. In Mission Control your team reads those threads, rates the answers, and leaves comments the next person on the household will see. If a client asked to talk to a person, that request sits on the same record with the thread, so nobody starts from scratch.

Your team makes the call

Athena’s AI never invents the numbers. Planning and investing engines produce recommendations and trades to your investment policy, the AI explains and summarizes them, and your advisors decide whatever needs judgment.

The planning methodology explains how the engines produce each recommendation.

More households per advisor

Every task internal AI takes off a desk is time your advisors spend with clients and prospects. The routine work that used to grow with every new household now runs in the platform, which is how a lean team serves a bigger book without adding seats.

Internal AI comes with Mission Control, alongside the client app and Billing, on one platform covered by SOC 2 Type II. See how it fits a lean team on For RIAs, or book a demo to see it on households like yours.