Mason Stevens partners with ICS to modernise wealth management through data and digital-driven transformation.

Mason Stevens, a leading Australian private wealth and superannuation platform, has selected ATHENA from ICS as the foundation for its digital transformation — a strategic initiative designed to unify data, elevate client experiences, and strengthen operational agility across its growing business.

This transformation will establish a modern data and technology backbone that enables Mason Stevens to deliver seamless, outcome-driven digital experiences for advisers, investors, and partners. ATHENA provides the enterprise data management capabilities and flexibility required to underpin a new generation of integrated wealth solutions.

“Our vision is to build a wealth management experience that is data-driven, scalable, and deeply personalised,” said Vien Luong, Chief Platform Officer at Mason Stevens. “The ATHENA platform gives us the foundation to realise that vision — bringing together the data, connectivity, and intelligence required to support our advisers and clients in entirely new ways.”

Mason Stevens has established itself as one of Australia’s most forward-thinking private wealth platforms. The company’s focus on innovation and business growth, strengthened by its partnership with Adamantem Capital, is now being accelerated through the adoption of modern, cloud-native infrastructure and a business-aligned data platform.

“Mason Stevens is demonstrating how progressive wealth platforms can transform through data-driven design,” said Christian Eriksen, Chief Commercial Officer at ICS. “By moving to ATHENA, they are establishing a single source of truth across their investment and client ecosystems — enabling faster decisions, stronger compliance, and better client outcomes.”

Through ATHENA, Mason Stevens will be able to:

• Unify and govern investment data across all core systems, delivering accuracy, transparency, and real-time insight.

• Empower business users with self-service reporting and analytics that drive efficiency and informed decision-making.

• Enhance the digital experience for advisers and investors through consistent, connected data flows and configurable user journeys.

• Scale with confidence, supported by enterprise-grade cloud architecture and integration across the broader financial ecosystem.

This initiative reflects a broader movement among modern wealth management firms seeking to shift from legacy, fragmented environments to flexible, outcome-centred platforms that adapt to business change — not constrain it.

About Mason Stevens

Founded in 2010, Mason Stevens is an Australian private wealth and superannuation platform business providing integrated investment, administration, and reporting solutions to financial advisers, institutions, and investors. With over $9 billion in funds under management and advice, Mason Stevens combines personalised service with advanced technology to deliver better outcomes for clients.

About ICS

ICS provides ATHENA, a modern, cloud-native Investment Data Platform that enables investment and wealth management firms to transform how they manage, govern, and use their data. Purpose-built for flexibility and scalability, ATHENA wraps around each client’s operating model to deliver business-aligned data management capabilities that drive growth, transparency, and efficiency.