Your whole book. One morning scan.

What your firm gets

Monday starts with what changed

Your advisors open Mission Control and see your book the way it stands this morning. Overnight, Athena rebalanced and harvested to your investment policy, refreshed every household’s plan, and answered client questions in your app. What lands on the dashboard is the short list that needs a person: an exception to approve, a cash request over your firm’s limit, a reply waiting for review, a household whose plan just moved.

There’s no trade blotter to decode and no checklist of routine rebalances to tick through. Your team scans, decides, and moves on to the conversations that grow your book, usually before the first meeting of the day.

One record for every household

In Mission Control, the household record is the unit of work. Everything your team needs to serve a client sits together, so anyone who picks up a household starts with the full story, not a search across inboxes, spreadsheets, and the custodian’s site.

• People and accounts

  Contacts, every linked account, Schwab balances and positions, and the household’s net worth in one view.

• The plan and its Health score

  The household’s Health score, ranked next steps, and the plan that stays current between meetings.

• Investing and money movement

  Overnight activity, open exceptions, cash requests, and billing for that household.

• Every conversation

  Email, texts, in-app notifications, and Athena AI chats, with what was sent, opened, and asked.

Your clients see the same household in the app under your brand. When a client asks about their retirement number and your advisor opens the household, both are looking at the same picture.

You work the exceptions, not the trades

Tax-loss harvesting, asset location, rebalancing, and cash run overnight as one household investment policy across taxable, Traditional, and Roth accounts. Routine trades never become a morning to-do list. The items that need judgment wait in Mission Control with the household and the policy beside the decision, and your advisor approves, changes, or sends it back.

Fiduciary oversight stays with your firm and on the record, without turning your advisors into a trading desk. The tax-aware ETF methodology explains how the overnight run works, and Investing shows the controls you set.

Every conversation on the household

App notifications, outbound email, replies drafted by Athena, and Athena AI chats are all managed and viewed in Mission Control, on the same record as the accounts and the plan. Before a call, your advisor sees what the client asked this week, what Athena answered, and what your firm sent, without opening another tool.

See how outreach and answers keep every household engaged in Communication and the communication at scale guide.

Leads that open where you already work

Your next clients are often already in your app: people who linked accounts, asked Athena AI a question, or arrived from your ads. When one of them looks like a bigger relationship than they are today, the lead opens on the same Mission Control record, with their linked accounts, net worth, and what they asked beside it. Your advisor reaches out from the household, while that person is already engaged with your firm.

Prospects who come in through Ad Tech land in the same app and the same record, so growth and service share one morning. The from ad to wealth client guide walks through the path.

Room for more households

What usually caps a book is the routine work behind every household: plan updates, rebalancing, balance questions, follow-ups. With Mission Control, that work runs in the platform, and your team spends its hours where a person makes the difference. Smaller households get the same monitoring and attention as your largest relationships, which is what makes a bigger book viable with the same team.

Mission Control at a glance

Mission Control works with the client app, Planning, Billing, and Internal AI on one platform, built on AWS and covered by SOC 2 Type II. Book a demo to see it on households like yours.