Aether Request sandbox

Advice software for the practice you actually run.

Fact-find to SOA. One governed chain.

Client record, modelling, research, explainable recommendations and documents in one platform. Every decision stays open for review until you release it.

Request a sandbox walkthrough See what Aether handles
The Aether planning chain Client record, fact find, modelling, research and recommendation lead to the advice document, with adviser review before release. A governance layer underneath records the inputs, calculations, decisions and outputs of every stage.
The Aether planning chain One governed record

THE HEAVY LIFTING

The working parts of an advice file stay connected.

Projections, research, comparisons and recommendations stay attached to the client record for review.

  1. Model

    Projections

    Model cash flow, tax, super, retirement and client goals across scenarios, with assumptions kept visible.

  2. Research

    Product comparison

    Compare super funds, platforms and brokers across fees, performance, features and other decision-relevant metrics.

  3. Build

    Portfolio builder

    Upload a CSV or PDF, or drag and drop a screenshot. Aether will populate the before-and-after holdings table for your review.

  4. Decide

    Advice engine

    Combine agreed scope, client facts, dated regulatory inputs and strategy logic; surface reviewable recommendations for the adviser to decide.

Reviewed work stays with the client record, ready for an SOA or ROA.

See practice controls

Three ways to begin

Choose the file that will tell you the most.

Bring a client you already know. We'll migrate a small approved sample at no cost. AI-assisted matching and triage do the first pass; clear review and release gates keep you and Reid in control.

Request a sandbox walkthrough How migration works

  1. Use an Aether demo client

    Walk through a prepared advice file and see how its facts move into reviewed work.

  2. Build a fresh client

    Start at the fact-find and see how each reviewed decision carries forward.

  3. Bring clients you know

    Use a small approved sample so you can judge migration accuracy and advice output against familiar records.

A note from Aether's founder

I built Aether after years of watching the same client facts move between disconnected tools. Every handoff created more double handling and another chance for the working record to go stale.

The continuing client record

The record keeps moving while the work changes.

Scope, recommendations, documents, review and delivery stay attached to the same household. The next piece of work begins with what the practice has already reviewed.

One client record feeds every module The client record, holding the household, its facts and the agreed scope, feeds modelling, research and strategy. Their work converges into the advice output, and the whole workspace is governed throughout.
Aether workspace One client record

Structured advice logic

The advice engine does more than fill a document.

It brings agreed scope, client facts and dated inputs into the same decision space, then checks eligibility before a strategy reaches the recommendation set.

  • Each recommendation keeps its rationale, assumptions, cautions and alternatives beside it.
  • Consequences can be tested through Aether's calculations and projections.
  • The recommendation remains in adviser review until a person decides what moves forward.
  • Reviewed reasoning carries into the advice record and document.
Explore the advice engine
The advice module holds a recommendation for adviser review A proposed strategy carries its figures, rationale, eligibility checks and considerations on one surface, held at the review step of the evidence chain: facts, analysis, recommendation, adviser review, then document.
Module · Advice Decision & evidence
Illustrative figures · not advice
A recommendation passes through adviser review, where the adviser modifies or approves it, before it becomes part of the document.

TIME TO DRAFT

One number matters: time to a reviewable draft SOA.

Most advice work loses time between tools: facts in one place, scope in another, calculations elsewhere, then a document rebuilt by hand. Aether keeps the review path together so a clean file can move from agreed scope to adviser-reviewed draft in the same working session.

Target: same-day reviewable draft Pilot benchmark coming

Working model: your baseline

Estimate returned hours

Use your current baseline.

Hours returned each month 36
Working days returned each month 4.8

At $395 per month, that works out to about $11 for each hour returned on your figures. Full price card

Estimate only. Use your current baseline. This is not a compliance guarantee.

Cost and switching

Advice is expensive enough to provide. The software should be pulling its weight.

Aether publishes the price before the meeting: $395 per adviser, per month. Start with a small approved sample, check the migration and keep a contractual path back out.

Read the full price and terms
Product
13 current inclusionsOne adviser price covers the current product.
See the product
Migration
$0We move your book off your current system. We do the heavy lifting; you review and approve.
How migration works
Term
No lock-inMonth-to-month, cancelled effective the end of the month. No minimum term and no automatic renewal period.
Read the clause
Exit
Your data is yoursA complete export on demand, free, in a documented open format, including for 12 months after you leave.
Read the clause

VESPER

Vesper is built for adviser review.

An adviser-reviewed pilot assistant for the busywork of advice: drafting, explaining, and summarising inside the same compliance boundary as the client record.

Meet Vesper

Currently in pilot with select Australian advisers.