PRODUCT
One workspace. Every adviser workflow.
Ten modules, one record. The data you enter at fact-find flows through scope, portfolio, projections, advice, and compliance — without ever leaving Aether.
01 · MODULE
CRM
Household and entity model that mirrors how Australian advisers actually structure client relationships.
02 · MODULE
Fact find
Structured intake that flows directly into scope, portfolio, and advice — no double-keying.
03 · MODULE
Scoping
Capture the agreed scope and link it to every downstream document and compliance check.
04 · MODULE
Risk
Risk profile, capacity, and tolerance, linked to the recommended portfolio.
05 · MODULE
Portfolio
Action-centric portfolio model. Allocations, CGT, brokerage, all in one ledger.
06 · MODULE
Projections
Forward cashflow, super, tax, and goal projections with auditable assumptions.
07 · MODULE
Advice
Strategy rationale, recommendations, and SOA generation, all in the workspace.
08 · MODULE
Documents
White-labelled SOAs, FSGs, and engagement letters, generated from the live record.
09 · MODULE
Compliance
Best-interests checks, audit trail, and review cadence tracked per client.
10 · MODULE
Portal
Client-safe view of goals, progress, fact-find, and shared documents.