Morning dashboard for volume
Book-level posture in minutes, built for volume, not a handful of large relationships.
Athena Mission Control
Monday you open one screen. The book that needs you is already on it.
Mission Control replaces a separate CRM for this book. It is the household CRM and operations workspace. Overnight investing, exceptions, household profiles, wealth leads, communication, and ad tech sit on the same record. A lean team reads who needs attention before 10 a.m. The rest of the book stays quiet until something breaks the investment policy or needs a human. You stop rebuilding the same person across a separate CRM, the Schwab portal, and email.
Book a demoA day in Mission Control
Scan the book, decide, then reach out.
Overnight harvests, rebalances, and cash moves show up as book posture, not as a trade blotter you have to decode. Items that need judgment open with the investment policy and household context beside the decision. Approve, change, or send back. When you need the full picture, contact, assets, every channel of communication, and plan recommendations are already on that household. Wealth leads land here too, so the next outreach starts from the same record you already have open.
Exceptions & review
You only work the items that need judgment.
Routine harvests and band trades do not become a daily checklist. The exception queue opens with household detail and the investment policy beside the trade. Athena watches the overnight run. You take the edge cases. Fiduciary oversight stays on the record without turning you into the trading desk.
- Exception queue with full household context
- Investment policy beside the decision
- AI monitors the run; humans take the edge cases
- No ticket theater for routine harvests and bands
Advisor workspace
The household record is the unit of work.
Contact, assets, trading, email, outbound messages, and Athena AI history live on one Mission Control record. The morning dashboard is built for volume, not a handful of large relationships. Investing exceptions, cash requests, billing context, spend, and the path from reach to funded sit next to that same household. You are not opening a second CRM or a second media dashboard to finish Monday.
One household record
Contact, assets, trading, email, outbound messages, and Athena AI history live together.
Wealth leads on this record
Athena AI builds a public view of the household, then opens the lead on the same Mission Control record.
Every channel on the household
App notifications, email, the Athena AI inbox, and in-app chat are managed and viewed here.
Investing exceptions here
Harvest, location, rebalance, and cash are supervised here. You review exceptions, not a trading checklist.
Spend next to the book
Spend, the path from reach to funded, and the compliance gate sit next to investing exceptions.
Investing
Overnight investing runs here; you review what breaks policy.
Harvest, location, rebalance, and cash run overnight as one household investment policy. You set the policy and review exceptions in Mission Control. Taxable, Traditional, and Roth are measured together. Client cash requests and fee cash raise here without breaking allocation, tax, or wash-sale rules. You supervise the book. You do not operate a separate overnight trading desk.
- Overnight run covers harvest, location, rebalance, and reinvest
- Exceptions open with household and investment policy context
- Cash requests and billing sit on the same record
Overnight work follows one policy
Harvest, location, rebalance, and cash run as one household investment policy. Taxable, Traditional, and Roth are measured together.
You review what breaks policy
Approve, change, or send back with the investment policy and household beside the trade. You supervise the book.
Cash stays on policy
Client cash requests and fee cash raise here without breaking allocation, tax, or wash-sale rules.
Wealth leads
Leads open on households already in your app.
Wealth leads start with people already using your firm-branded app. Athena AI collects publicly available information and builds a view of that household, then opens the lead on the same Mission Control record as trading, email, and chat. Linked accounts, net worth, and what they asked sit next to that public picture. The alert shows up in the morning scan you already open, so you write from the household instead of assembling a name from a campaign tool.
- Athena AI builds a public view of the household
- Linked accounts, net worth, and what they asked sit next to that picture
- The alert lands in the morning scan you already open
Athena AI builds the household view
Athena AI collects publicly available information and builds a view of that household. You do not assemble that picture by hand.
Already in your app
Linked accounts, net worth, and what they asked sit next to that public picture, on the same Mission Control record.
Reach out from the household
The alert shows up in the morning scan you already open. You write from the household instead of assembling a name from a campaign tool.
Communication
Every channel sits on the household you already have open.
App notifications, outbound email, the Athena AI inbox, and in-app chat are managed and viewed in Mission Control. You see what the household got, on the same record as trading and leads. Supervise sends and replies in the same morning scan. This is the email tool tied to the book, not a separate campaign product you babysit after hours.
- App notifications, outbound email, Athena AI inbox, and in-app chat on one record
- Supervise sends and replies in the same morning scan
- Email tool tied to the book, not a separate campaign product
App notifications
Alerts land in the firm-branded app. You still see them on the household in Mission Control.
Outbound email
Outbound email sits on the same record as trading and leads, not in a separate campaign product.
Athena AI inbox
Client emails forward into the Athena AI inbox. Drafts and replies are supervised here.
In-app chat
In-app chat is managed and viewed on the same household record as the rest of the book.
Ad tech
Spend and pipeline sit next to the households already on the book.
Paid clicks from Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube open the firm-branded wellness app. Spend, the path from reach to funded, and the compliance gate sit here next to investing exceptions. Creative is drafted, then reviewed: clear pass, soft revise, or hard block, with a trail on the record. Acquisition and advice share one morning. You do not run a second media desk.
- Spend and pipeline sit next to investing exceptions
- Ads from Facebook, Instagram, TikTok, Google, LinkedIn, and YouTube land in the wellness app
- Creative is reviewed: clear pass, soft revise, or hard block
Reach through funded
The funnel is reach, app, then funded. You watch that path here, next to the households already on the book.
Compliance gate on the same desk
Creative is drafted, then reviewed: clear pass, soft revise, or hard block, with a trail on the record.
One morning for acquisition and advice
Spend and pipeline sit beside investing exceptions. You do not run a second media desk.
Mission Control FAQs
Is this a CRM replacement?
Yes. Athena replaces the CRM for this book. Mission Control is the household CRM: overnight activity, exceptions, advice context, messages, and leads live here. You do not keep a second CRM for those households.
Do advisors still approve trades?
Policy automation runs overnight. Humans take exceptions with full context. Fiduciary judgment stays with you. The point is to stop chasing the same household across tools.
Where is investing controlled?
In Mission Control. Harvest, location, rebalance, and cash run overnight as one household investment policy. You set the policy and review exceptions here. See Investing for the methodology.
How does this relate to the client experience?
Clients open the firm-branded app. Advisors open Mission Control. Same platform, opposite surfaces: engagement on one side, supervision on the other.
Where is ad tech controlled?
In Mission Control. Spend, reach-to-funded, and the compliance gate sit next to investing and the rest of the book. See Ad tech for the growth stack.
Where do I see communication?
App notifications, email, the Athena AI inbox, and in-app chat are managed and viewed in Mission Control, on the same household record as trading and leads. See Communication for the messages themselves.
What is a wealth lead?
A household already using your firm-branded app can look larger than the book currently treats them. Athena AI builds a public view of that household, then opens the lead on the same Mission Control record so you can reach out while they are already engaged.