The Platform · How It Works
How Archimedes works.
Archimedes is the operating system for a modern advisory firm: client relationships, investment work, AI assistance, marketing and compliance on one connected record, so nothing has to be carried from tool to tool.
- BUILT FOR
- RIAs and advisory firms
- MODEL
- Licensed, white-label
- CUSTODY
- Altruist
- STATUS
- In development
The Connected Record
One thread, conversation to follow-up.
The value is the connection. Work on Archimedes moves along a single thread, and each stage hands its context to the next. Choose a stage to read it up close.
Conversations happen on the record. Notes, meetings and messages attach to the household, and Hermes can draft the summary and the follow-up from them, with its sources cited.
Questions are researched against the record and the portfolio: scenarios, risk, retirement, alternatives. Assumptions and limitations are stated openly, never buried.
Daedalus drafts the recommendation and the reasoning behind it directly into the client record, where it can be reviewed, questioned, and kept.
The recommendation becomes a report, and the client approves it in their own workspace. Approval is an event on the record, not a reply buried in email.
Angelia delivers the approved report and its documents securely. What the client receives is exactly what was approved, nothing retyped, nothing resent by hand.
Every step stays linked: conversation, research, recommendation, approval, delivery. The follow-up is written from the record, and the thread can be retraced at any time.
None of it requires rebuilding context at each step.
The Pantheon
A pantheon, not a toolbar.
Thirteen capabilities, one record. Choose a name to see the work it does.
Apollo
The whole practice from one record: households, work in progress, and what needs attention, drawn from the same information every other capability uses. Nothing reconciled twice, nothing reported from a separate system.
Hestia
The firm’s front door and its memory. Contacts, accounts and mandates live here, and client intake begins here: the household record is created once, and everything else in the platform works from it.
Hephaestus
Where proposals are forged into orders ready for review. Daedalus drafts the proposal with its rationale in the client record; Hephaestus prepares it for the approval chain. Nothing here is placed without approval.
Concordia
The reconciled book of record. Positions and activity kept in agreement with the custodian, feeding billing, client reviews and exam records from a single source.
Plutus
Advisory billing prepared and reviewed inside the platform, every charge traceable back to the book. Payment execution stays under human control, always.
Auxo
Marketing that grows the firm without leaving the record: content and campaigns prepared on brand from the Firm Library, and sent only with consent and approval.
Argus
The watch over the practice. Drift, deadlines, stale information and unfinished work surface here, gathered into one view of what needs attention.
Themis
Firm policy woven into the daily work: reviews, findings and approvals happen where the work happens, not in a separate system after the fact.
Athena
When examiners ask, the record answers. Exam packets are assembled from the work itself: the same households, approvals and history the firm already keeps.
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
The way in. Households, history and documents are brought over from the firm’s previous tools, so the firm begins with its record intact.
Solon
The rules of the house. Permissions, roles and the governance of the Firm Library, set deliberately and changed on the record.
Daedalus proposes. You decide.
Daedalus drafts investment proposals and the research behind them, with assumptions and limitations in plain view. It does not act. Nothing it makes moves until a person approves it.
First: Intake
The front door is the first workflow.
Created once, at the door.
Intake is treated as the core CRM workflow, not a form in front of the platform. A household is created once: accounts and mandates recorded, documents gathered and read, and the client invited into their own workspace.
Households, notes, tasks and relationship history stay together from the first conversation, because they were never separated.
Nothing reconstructed downstream.
Every later capability works from this record. Research reads it, proposals are drafted into it, billing is prepared against it, and exam packets are assembled from it.
Because the record begins whole, nothing is re-entered, re-keyed or reconstructed further down the line.
Human Approval
No trade places itself.
Every trade passes through human hands before it moves. The sequence is fixed, and it does not shorten.
A proposal is made.
The system proposes, with its rationale written into the client record.
The client approves.
In their own workspace. They can approve, decline, or cancel.
The advisor reviews and approves.
The advisor is the final hand. Approval or denial is theirs.
Only then is it executed.
Execution follows approval, through the custodian, and is marked on the record.
No trade places itself.
There is no automatic execution, as a setting or as an upgrade.
No account is debited without approval.
No marketing is sent without approval.
AI work is a draft until a person reviews it.
Autopilot proposes. The advisor approves or denies.
Books and Records
One record, kept properly.
Documents become information.
Uploads are scanned and read, so a document joins the record instead of sitting in a folder.
Meetings become notes.
Meetings are transcribed and summarised with citations, attached to the household.
Changes are versioned.
Edits carry the name of the person who made them and the version they made, so history can be retraced.
Exams are answered from the record.
Supervision and exam packets are assembled from the same record the firm works in every day.
The Client’s Side
Each firm’s clients get a workspace under the firm’s own brand: a portfolio overview and holdings, approved reviews and documents, messages, and their intake. It is the client’s window onto the same record, nothing more and nothing separate.
One record. Every decision.
Archimedes is being built now. Book a call to walk through the platform as it stands.