Serve More Clients, Effortlessly
Scale your business without scaling your team. Update hundreds of portfolios instantly through model-driven rebalancing and automation.
Deliver Personalisation at Scale
Offer bespoke portfolios for every client—aligned to goals, mandates, and tax needs—without increasing manual workload.
Strengthen Client Relationships
Provide advisers with visual, transparent explanations of portfolio changes—empowering stronger client conversations and trust.
Enhance Governance & Control
Ensure every action aligns with client mandates before execution. Reduce risk with built‑in validation and continuous oversight.
One platform to manage all your challenges
Use case
One change, many portfolios
Problem
Scaling across clients is overwhelming – updating hundreds of portfolios takes huge effort.
Solution
Manage model portfolio weights once and apply them automatically to every linked client account.
Use case
Compliance before execution
Problem
Compliance is an afterthought – checked after trades.
Solution
Pre-trade validation checks client mandates up front to avoid costly breaches.
Use case
Never miss portfolio drift
Problem
Drift creeps in unnoticed – Risk builds before checks.
Solution
Live Validation continuously calculates drift and triggers warnings the moment portfolios deviate from model weights.
Use case
Explain changes clearly
Problem
Reporting is fragmented – Advisors can’t show rebalancing value.
Solution
Filtering and visualisation tools let wealth managers group, drill, and explain decisions with clarity.
Use case
Trade on your terms
Problem
Trade flexibility is missing – Rigid workflows and limited instruments.
Solution
Portfolio managers can release trades directly or pass them into ATHENA for review across any asset class and instrument.
