Aether Request sandbox

A REVIEWED WAY IN

Bring a client you already know.

A small approved sample is migrated at no cost, so you can judge the move against records you understand. The full-book move begins only if you switch. Access starts with a conversation. No client files are submitted on this site.

Request a sandbox walkthrough See the control path
  1. Sample agreed
  2. Mapped
  3. Reviewed
  4. Released

CHOOSE THE EVIDENCE

Choose the trial that tells you the most.

  1. Prepared demo

    Use an Aether demo client

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

  2. Fresh record

    Build a fresh client

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

  3. Known clients

    Bring clients you know

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

REVIEWED INTAKE

Nothing is released until the mapping is reviewed.

Start with an agreed client-data export, CSV, document set or other supported source. Reid confirms the source and a private transfer method before client data enters the process.

  1. Sample agreed

    Choose records you know

    Agree a small group of familiar clients, confirm your authority to use the data and settle the source and transfer method before anything moves.

  2. Mapped

    Structure the incoming record

    Aether performs the first-pass matching and surfaces uncertain fields for review instead of guessing through them.

  3. Reviewed

    Resolve what needs judgement

    You and Reid work through the uncertain mappings, check material fields and decide when each record is ready.

  4. Released

    Open the sample in your sandbox

    Only the reviewed sample enters the trial, ready for you to test against client facts and advice details you already know.

AFTER RELEASE

Test Aether with facts you recognise.

A familiar client makes discrepancies easier to spot and useful output easier to judge.

  • Run projections with visible assumptions
  • Compare super funds, platforms and brokers
  • Review current and proposed portfolios
  • Test advice-engine rationale and alternatives
  • Carry reviewed evidence into an SOA or ROA

THE TWO-STAGE PROMISE

The rest of your book moves the same way.

The sample lets you assess the work before making a larger decision. If you switch, the reviewed migration process and our help remain included.

  1. Evaluation sample

    A small approved sample is migrated at no cost, so you can judge the move against records you understand. There is no obligation to switch.

  2. Full-book move

    The full-book move begins only if you switch. We do the heavy lifting; you review and approve. No migration fee, no setup fee and no implementation project.

AUTHORITY TO PROCEED

Bring the right approvals with the sample.

You must have authority to use the client data, and your practice or licensee may need to approve the trial. Review Aether's data handling, adviser controls, audit evidence and AI boundaries .

START WITH A CONVERSATION

Choose the right sandbox starting point.

Reid will contact you, arrange an introduction, choose the right starting point and issue your trial access. No client files are submitted on this site.

Request a sandbox walkthrough