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Athena Mission Control

The advisor app for running the book.

This is the operations dashboard. Investing, exceptions, household profiles, wealth leads, communication, and ad tech sit in one place. A lean team reads the book in one morning scan instead of chasing the same client across a separate CRM, the custodian, and email.

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A day in Mission Control

Scan the book, decide, and reach out.

  1. 01

    You see the posture of the book

    See overnight harvests, rebalances, and cash moves across the household book at a glance.

  2. 02

    You only work the exceptions

    Approve, modify, or reject with the investment policy and household context beside the decision.

  3. 03

    The full record is already open

    Open the household, assets, every channel of communication, and plan recommendations, without a scavenger hunt.

  4. 04

    The wealth lead lands on this record

    Athena AI gathers publicly available information and builds a household view. The lead lands here, on the same record.

Exceptions & review

You only see the items that need judgment.

Approve, modify, or reject with the investment policy and household context beside the trade. You get audit-ready fiduciary oversight without becoming the trading desk.

  • Exception queue with full context
  • Investment policy and household detail beside the decision
  • AI monitors the run; humans take the edge cases
  • No ticket theater for routine harvests and bands

Advisor workspace

Everything you need sits beside the decision.

The morning dashboard is the scan

Book-level posture in minutes, built for volume, not a handful of large relationships.

The household profile is one record

Contact, assets, trading, every email, outbound message, and AI history in one record.

The wealth lead is built on this record

Athena AI collects publicly available information and builds a view of the household, then opens the lead on the same record.

All communication sits on that record

App notifications, email, the Athena AI inbox, and in-app chat, managed and viewed on the same record.

Investing is controlled here

Harvest, location, rebalance, and cash are controlled here. You review exceptions, not a trading checklist.

Ad tech is controlled here

Spend, the path from reach to funded, and the compliance gate are controlled here, next to the book.

Investing

Investing is controlled in Mission Control.

Harvest, location, rebalance, and cash run overnight as one household policy. You set the investment policy and review exceptions here. You do not operate a separate trading desk.

Routine trades do not become a daily checklist. The items that need judgment open with the household beside them.

  • 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
See investing

Overnight work follows one policy

Harvest, location, rebalance, and reinvest fire as one household run. Taxable, Traditional, and Roth are measured together.

You control the exceptions

Approve, modify, or reject with the investment policy and household beside the trade. You are not the trading desk.

Cash stays on policy

Client requests and billing raise cash here, without breaking allocation, tax, or wash-sale rules.

Wealth leads

Athena AI builds the household view from public information.

Wealth leads start with people already in your firm-branded app. Athena AI then collects publicly available information and builds a single view of the household, so you can see who they are before you reach out. You are not starting from a name and a guess. The lead opens in Mission Control with the public picture and the app activity already together.

  • Athena AI collects publicly available information on the household
  • That view sits next to what they already did in your app
  • The alert lands in the same morning scan you already open

Athena AI builds the household view

The model collects publicly available information and builds a view of the household. You do not assemble that picture by hand.

They are already in the app

Linked accounts, net worth, and what they asked sit next to that public picture, on the same Mission Control record.

The reach-out starts from this record

The alert shows up in the morning scan you already open. You write from the household, not from a campaign tool.

Communication

All communication, every channel, in one place.

App notifications, email, the Athena AI inbox, and in-app chat are all managed and viewed in Mission Control. You see every message the household got, on the same record as trading and leads. You do not hunt threads across Gmail, a campaign tool, and a separate CRM. Every channel sits here.

  • All communication across all channels on one household record
  • Supervise sends and replies in the same morning scan
  • Same workspace as exceptions, investing, and wealth leads
See communication

App notifications land here

Alerts land in the firm-branded app. You still see them on the household in Mission Control.

Outbound email sits on the same record

Outbound email for drips, reviews, and account notices sits on the same record, not in a separate campaign tool.

The Athena AI inbox is here too

Client emails forward into the Athena AI inbox. Drafts and replies are supervised here.

In-app chat lives on the household

Always-on chat in the advisor’s voice is a channel too. The conversation lives on the household.

Ad tech

Ad tech is controlled in Mission Control.

Paid clicks open the firm-branded wellness app. Spend, the path from reach to funded, and the compliance gate all sit here, next to investing and the rest of the book. You do not babysit a separate media dashboard. Acquisition and advice are one job.

  • Spend and pipeline sit beside the rest of the book
  • Ads land in the wellness app, not in a form
  • Every asset passes a compliance review before it can leave
See ad tech

You can see reach through funded

The funnel is reach, app, then funded. You watch that path here, next to the households already on the book.

The compliance gate is on the same desk

Creative is drafted automatically, then reviewed. Clear pass, soft revise, or hard block, with a trail in Mission Control.

Ads share the same workspace

Spend and pipeline sit beside investing exceptions. You do not open a second dashboard to run acquisition.

Mission Control FAQs

Is this a CRM replacement?

Yes. Mission Control is the household CRM. The book, overnight activity, exceptions, advice context, messages, and leads live here. You do not need a second CRM for those households.

Do advisors still approve trades?

Policy automation runs overnight; humans take exceptions with full context. The point is not to remove fiduciary judgment. It 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 policy. You set the investment policy and review exceptions here. The Investing page covers the methodology itself.

How does this relate to the client experience?

Clients open the 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, the path from reach to funded, and the compliance gate sit next to investing and the rest of the book. The Ad tech page covers the growth stack itself.

Where do I see communication?

All of it. 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. The full Communication page covers 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 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, so you can reach out while they are already engaged.