Every account. One platform.

What your firm gets

• Every account, profitably

  Serve smaller households as well as your largest ones, and grow a book you used to turn away.

• More households per advisor

  The routine work runs itself, so each advisor serves far more households than before.

• One platform

  Client app, CRM, planning, AI, communication, investing, and growth — one login, one record.

• Growth built in

  Your ads bring prospects into your branded app, and they become clients on the same record.

Serving smaller accounts

Orion and Advyzon are established suites built around portfolio reporting for a book of larger relationships. Their economics follow that model: Orion’s published Stacks pair an annual platform fee with a per-account rate, and both run onboarding as a services project measured in weeks or months. Each new household brings its own share of meetings, emails, and follow-up for your team.

With Athena, every household — whether it holds $50,000 or $5 million — gets the same monitoring, next steps, outreach, and investing, automatically. Your team sees only the households that need a person. That is what lets you say yes to the smaller accounts you used to refer away, serve them well from day one, and keep them as they grow.

That changes the math on your whole book. The households you used to call “too small” become profitable relationships from the first month, and they’re the ones most likely to grow — a promotion, an inheritance, a rollover from an old 401(k). When that money moves, it moves to the firm that has been showing up in their app every week. Your advisors keep their time for the conversations that win and keep the larger relationships, and your firm grows the number of households it serves without adding a seat.

What comes in the box

Orion and Advyzon are often the center of a larger stack. Orion’s line-up spans Eclipse trading, Orion Planning, Redtail CRM, Risk Intelligence, and the Summit Experience. Advyzon keeps more in one place, and many firms pair it with RightCapital or MoneyGuidePro for full financial planning.

With Athena, it is all one platform on one household record, so there is nothing to integrate, nothing to keep in sync, and one place for your team to work.

Who the AI works for

Orion and Advyzon both bring AI to the advisor. Orion’s Denali helps advisors and operations teams with meeting prep, follow-ups, and report summaries. Advyzon AI, launched in 2026, helps with meeting prep, documents, and workflows inside the platform.

With Athena, AI works for your team and your clients. Athena AI answers your clients’ everyday questions in your firm’s voice, any time of day, and brings in your team when judgment is needed. The questions that used to fill your inbox get answered in the app, and your advisors spend their time on advice.

The result is a quieter inbox. “What’s my balance?”, “Can I afford this?”, and “Did my transfer go through?” are answered in seconds, in your voice, with the household’s own numbers. Your team hears about the moments that matter — a new job, a big purchase, a question that needs judgment — with the context already in Mission Control, so your advisors’ time goes to the replies that need their judgment. Athena AI has already held more than 50,000 conversations with clients.

Your brand, front and center

Orion and Advyzon both offer white-labeled client portals. Advyzon includes its branded portal, app, and reports at no extra cost, and Orion offers the Summit Experience as a premium white-labeled layer.

With Athena, your brand is on the app your clients use between meetings, not just the place they check a statement. Net worth, cash, debt, credit, their Health score, and Athena AI all sit under your firm’s name, so every useful moment in a client’s financial week is a moment with your firm. That is what keeps clients engaged between meetings, loyal when a competitor calls, and quick to bring you the next account. See what clients open in the client app.

Where new clients come from

Orion and Advyzon give you tools for proposals and prospecting, with your marketing pointing to your website.

With Athena, your ads on Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube bring prospects straight into your branded app, where they get real value on day one. The ones who are not ready yet stay in your app, hearing from your firm, until they fund — and they become clients on the same record your team already knows.

That turns your marketing budget into households, not clicks. Every prospect who signs up in your app is someone your firm is already helping, under your brand, long before the first meeting — and when they’re ready, your advisors pick up a relationship that is already warm. Read how it works in From ad to wealth client.

A platform already at scale

Athena isn’t a pilot you’ll be the first to try. It already serves households across the country, around the clock, on top of Schwab.

For your firm, that means a client app your households can count on every day, and AI that has already learned what clients actually ask. You get a proven platform on day one and spend your energy on growth, not on breaking in new software. Learn how we protect your clients on our Security page.

Getting started

Orion runs onboarding as a staged project with sign-offs, and Advyzon offers a white-glove conversion run by its own team.

With Athena, there is no custody switch if you custody at Schwab: Athena runs on top of it, so you get started without repapering a single household. If Orion or Advyzon prints your statements today, you can keep it for that.

Your first weeks on Athena

What your firm notices first:

1. 01

   Clients see your brand

   Households open an app under your firm’s name and find their whole financial picture in one place.

2. 02

   Your inbox gets quieter

   Athena AI answers everyday questions in your voice, so fewer routine emails reach your team.

3. 03

   Advisors see who needs them

   Mission Control puts the households that need a person at the top, with next steps ready.

4. 04

   Smaller accounts start to pay

   Every household gets the same attention, so you can say yes to the accounts you used to refer away.

From there, your ads start filling your app with prospects, and your advisors spend their weeks on advice and growth instead of catching up.

Athena beside Orion and Advyzon