ABOUT

The advice software I wanted to use.

Reid Maclachlan, founder of Aether

Reid Maclachlan, founder.

I spent five years working in two different advice firms. We tried the market leader, an adviser-made option and a much newer one. Each did something useful, but none made the work feel joined up. Client facts were entered more than once, calculations were checked in separate tools and the record of why a decision was made had to be reconstructed later.

When newer development tools made the idea practical, I had a real chance to build around the problem I knew firsthand. Aether started with one durable client record and a simple test: each new part should remove repeated work without hiding the judgement an adviser still has to make. It continues to consume my mornings and nights. I do have a day job, which is a fairly effective scope-control mechanism.

Why Aether.

Aether is the record underneath the work: the client facts, assumptions, decisions and evidence that should still be there when another part of the advice process needs them.

Aether Forge is the less mysterious part. It is the job of turning that record into software advisers can actually use, then putting it in front of people who will tell me exactly where it falls short.

The pilot story.

Aether is currently working with solo and few-adviser Australian practices that are not satisfied with the repeated work in their current setup. The pilot is deliberately a small feedback loop: bring a familiar file, test the route from fact-find to a reviewable draft SOA, and point out what does not hold up. That is how the useful parts get stronger and the limitations stay honest.

Roadmap snapshot.

  • Now:All core modules, client portal and vault, interactive advice record, reactive advice, morning brief, meeting copilot, adviser voice learning, and audit-in-a-box.
  • Next:Design-partner pilot hardening, stronger migration tooling, deeper insurance modelling, and production-ready bank and super-fund data feeds.
  • Later:Native mobile, an episodic advice lane, and multi-firm licensee benchmarking shaped by real practice data.