AI-POWERED WEALTH MANAGEMENT CRM

Aria

AI-powered. Advisor-first.

The CRM that thinks like an advisor.

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AI Copilot Built for Advisors

Aria knows your clients, your firm's SOPs, and financial planning deeply. Ask anything, take action instantly.

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Email Intelligence

BCC Aria on any client email. She logs it, creates tasks, flags planning opportunities — automatically.

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Custodian Integration

Sync Schwab account balances and AUM in seconds. Built for the way advisors actually work.

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Planning Intelligence

RMD alerts, beneficiary gaps, IRA contribution flags — Aria surfaces what needs attention before it becomes a problem.