Email me the brief Book a demo

$1B. One person. One platform.

A solo or lean RIA can run a massive book of smaller accounts on one platform. You open Mission Control in the morning and see which households need you. Clients open a firm-branded app for planning, messages, and Athena AI. Overnight investing and ad tech sit on the same stack, next to Schwab, so growth and advice are not a second job.

Book a demo
  • Charles Schwab
  • Vanguard
  • Principal
  • Transamerica
  • Plaid
  • Finnhub
  • TransUnion
  • Salesforce
  • Stripe
  • Twilio
  • OpenAI
  • Anthropic
  • Google
  • xAI
  • AWS
  • Datadog

Operations dashboard

Mission Control is the morning scan for the book

Mission Control is the advisor app for running the book. Exceptions, household profiles, overnight trades, and wealth leads sit in one place. A lean team reads who needs attention before 10 a.m. Instead of chasing the same person across a separate CRM, the custodian portal, and email. The household record is the unit of work; the rest of the book stays quiet until something breaks policy or needs a human.

See Mission Control

Clients open a firm-branded app every day

Clients open a firm-branded app for net worth, debt, credit, health, and answers in your voice. Routine balance and plan questions stay in the app instead of landing in your inbox. Prospects can start in the same app, then open and fund when they are ready, so acquisition and advice share one surface.

See the client app

The plan stays current between meetings

Plans stay current between meetings. Athena ranks the next steps by Health so the client always has one next move. You do not have to write that content before every review, because the next conversation is already queued on the household. Meetings start from what changed, not from a blank page.

See planning

Communication keeps going when you are away

Athena watches their money life and messages them in the app and over email, in the firm brand. Firm-branded messages keep going out when you are away. Outbound history lives on the household, so you are not hunting threads across Gmail and a separate CRM. This is the email tool tied to the book, not a bolted-on newsletter product.

See communication

Athena AI

Athena AI answers in the firm’s voice

Clients ask about their money in the firm’s voice. The same chat sits on every Mission Control surface.

You ask about last night’s trades, an open exception, or what a client already heard, instead of rebuilding context from a trade list. Athena drafts from household state and the investment policy; you approve, change, or send back before anything reaches the person.

See Athena AI
Financial Advisor AI Chen household · Accounts linked

Popular questions to get you started

  • Accounts linked
  • What they asked
  • The plan gap
  • The next move

Demo of the same Financial Advisor AI clients open. Not a live household.

Investing

Investing runs overnight as one household policy

Overnight investing stays tax-aware. Harvest, location, and rebalancing run as one household investment policy. You review exceptions instead of trading by hand.

Athena watches the overnight run so advisors are not the trading desk, and nothing that needs judgment clears without a human.

See investing

Ad tech sends the click into that app

Paid clicks from Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube open the firm-branded wellness app. Prospects get guidance, then they can open and fund. Spend and pipeline sit in Mission Control next to the book, so acquisition and advice are one job instead of a separate growth stack.

See ad tech

The same platform sits under the whole book

  • 500K+

    end-user accounts on the platform

  • $7B+

    in assets under contract

  • 99.999%

    historical uptime

  • 50K+

    AI conversations with end users