Questions
Asked, and answered.
The questions firms ask us first, answered plainly. Anything else, ask on a call.
Archimedes is the operating system for a modern advisory firm. It brings client relationships, investment work, AI assistance, marketing and compliance onto one connected record, and firms license it and run it under their own name.
Registered investment advisory firms. A firm licenses Archimedes, brings its own clients onto it, and serves them under its own brand. The clients belong to the firm, always.
Thirteen capabilities on one record: an overview of the whole practice, households and intake, a trade desk, the reconciled book, billing, growth, monitoring, supervision, exam records, an AI assistant, secure delivery of approved work, migration, and the settings that govern it all. A pantheon, not a toolbar.
Each capability carries the name of a figure whose work it resembles: Hestia keeps the household, Hephaestus works the trade desk, Themis keeps supervision. The names are a standard to work to, and the plain-English subtitle beside each one says exactly what it does.
No. No trade places itself. The system proposes with its rationale in the client record; the client approves in their workspace; the advisor reviews and approves; only then is anything executed. There is no automatic execution, as a setting or as an upgrade.
Hermes answers questions, researches, drafts documents and follow-ups, and prepares meeting notes, working only from information it is permitted to use and citing its sources. Everything it produces is a draft until a person reviews it.
The firm does. Permissions and roles are set in Solon, the platform’s settings, so each person, and the assistant itself, works only with what the firm has allowed.
Custody is through Altruist. The reconciled book in Concordia is kept in agreement with the custodian, and billing, reviews and exam records all read from that same book.
Yes. Iris is the migration capability: households, history and documents are brought over from the firm’s previous tools, so the firm begins with its record intact rather than rebuilt by hand.
Households is the front door, and intake is treated as the core workflow of the firm, the work a CRM exists to hold. Because everything else in Archimedes reads from the same record, most firms find the separate stack of tools is what gets replaced.
Supervision lives in the daily work rather than beside it: Themis carries the firm’s policy into reviews, findings and approvals as they happen. When examiners ask, Athena assembles the exam packet from the record itself, and every change in that record is versioned with the name of the person who made it.
A workspace under your firm’s own brand: a portfolio overview and holdings, the reviews and documents you have approved for them, messages, and their intake. It is the client’s window onto the same record, nothing separate.
Archimedes is in development. The firm is building it now, in the open about its status at every step. Book a call to walk through the platform as it stands and to follow where it is headed.
Pricing is not published. Archimedes is licensed, and the licence is scoped to the firm, so the honest answer comes from a conversation about what the firm needs. Book a call and we will talk it through plainly.