A Kronos Solution · For Registered Investment Advisory Firms
This is your pantheon.
Archimedes is the operating system for a modern advisory firm, bringing client relationships, investment work, AI, marketing and compliance into one connected experience.
“Give me a place to stand and I will move the Earth.” Archimedes is that place to stand, so a firm can move more than its size should allow.
- BUILT FOR
- RIAs and advisory firms
- MODEL
- Licensed, white-label
- STATUS
- In development
The Platform
One platform for the whole practice.
“Give me a place to stand and I will move the Earth.”
ARCHIMEDES
Built on a live consumer platform.
Archimedes is not a CRM with investing bolted on. It is built on a live consumer investing platform, and extended for the firms that license it.
The clients belong to the firm.
A firm licenses Archimedes and runs its own clients on it, under its own name. Every client is served by the firm, in the firm’s voice, as the firm’s client.
Less time moving information.
Less time moving information between tools. More time serving clients and growing the firm. That is the measure the platform is built against.
The Pantheon
A pantheon, not a toolbar.
Every capability has a name, a place, and one job. Nothing here is a loose tool. Each one stands in the same house, on the same record. Choose a name to see it up close.
Apollo
The whole practice in clear light.
Hestia
Every household, contact, account and mandate in one workspace.
Hephaestus
Proposals forged here, never placed without approval.
Concordia
The book kept true, reconciled and ready.
Plutus
Billing prepared and reviewed, payment execution under human control.
Auxo
Marketing built into the firm, consent based, on brand.
Argus
What needs attention, seen early and in one place.
Themis
Supervision and policy woven into daily work.
Athena
Examination records assembled from the work itself.
Hermes
Ask questions, request research, draft documents and follow-ups. Hermes works only from information it is permitted to use, and cites its sources. Anything it prepares is a draft until a person reviews it.
Angelia
Approved work, delivered properly. Reports and documents are sent securely from the record, so what leaves the firm is exactly what was approved.
Iris
Firms and their clients brought over with care.
Solon
The firm’s rules, permissions and library, set once and respected everywhere.
Daedalus proposes. You decide.
The proposal engine drafts and researches inside the work. Nothing it makes acts until a person approves it.
How It Works
One connected experience.
The value is the connection. A client conversation can lead to research, a documented recommendation, an approved report, secure delivery and a traceable follow-up. Choose a stage to read it up close.
Where every piece of work begins.
Market conditions and scenarios, explored in context.
The reasoning written down, with its evidence.
Reviewed and approved before it leaves the firm.
Delivered to the client’s own workspace.
Every step after it, on the same record.
None of it requires rebuilding context at each step.
An AI assistant that understands the work.
Ask questions, research market conditions, explore scenarios, organize meeting notes, draft documentation and prepare follow-up actions, using permitted platform information.
Documents that become useful information.
Statements and supporting documents are uploaded, information is extracted through OCR, and records are connected to the right household and the right workflow.
More efficient client reviews.
Review packs, proposals and reports are assembled with supporting evidence, commentary and investment policy context, then routed through the appropriate review.
A dedicated client experience.
Clients receive their own workspace for approved documents, secure messages, intake questions and acknowledgements.
A growing Firm Library.
A permission aware knowledge foundation, built from firm documents, approved guidance and operational records.
A premium, adaptable interface.
The Archimedes branding is preserved, and each person can choose the layout that best fits how they work.
Better investment conversations.
Portfolio information, risk analysis, scenarios, retirement planning and alternatives come into the client review process, with assumptions and limitations visible.
First Priority
It starts with client intake.
Human in the Loop
No trade places itself.
The front door is the record.
Client intake is the first thing being built, and it is built as the CRM. The workflow that brings a client in is the same one that organizes the relationship afterwards.
Households, mandates, notes, tasks and relationship history stay together from the first conversation, because they were never separated.
Intake is not a form in front of the platform. It is the platform, beginning where every client relationship begins.
Human in the Loop
Every trade passes through human hands before it moves. The sequence is fixed, and it does not shorten.
The system proposes a trade.
Raised with its rationale, inside the client’s record.
The client approves it.
The client sees the proposal and approves it in their own workspace.
An advisor reviews and approves it.
A second human judgment, applied before anything moves.
Only then is it executed.
Execution follows approval. Never before it.
A client can cancel from the site. An advisor finalizes the cancellation.
Autopilot proposes. The advisor approves or denies.
Learn more about Archimedes.
The full picture is set out for firms that want it: the complete capability set, the human approval model, and the firms Archimedes is being built for.