Aria
AI-powered. Advisor-first.
The CRM that thinks like an advisor.
Enterprise Security — Standard
What used to take hours
now takes minutes.
Other CRMs make you manually type data across dozens of fields and tabs. Aria reads your documents and does it for you.
Upload Forms. Done.
Drop in a new account application or client intake form. Aria reads it and auto-populates every field — contact info, accounts, risk profile, beneficiaries.
Meeting Notes → CRM in Seconds
Took notes during a client meeting? Upload them to Aria. She updates contact records, creates follow-up tasks, and flags new opportunities — automatically.
Opportunities Found for You
Aria continuously scans your book for rollover opportunities, beneficiary gaps, RMD triggers, and planning alerts — surfacing what needs attention before you have to ask.
AI Associate Built for Advisors
Aria knows your clients, your firm's SOPs, and financial planning deeply. Ask anything, take action instantly.
Email Intelligence
BCC Aria on any client email. She logs it, creates tasks, flags planning opportunities — automatically.
Custodian Integration
Sync Schwab account balances and AUM in seconds. Built for the way advisors actually work.
Planning Intelligence
RMD alerts, beneficiary gaps, IRA contribution flags — Aria surfaces what needs attention before it becomes a problem.
Built for regulated firms
Aria is designed from the ground up for FINRA-registered broker-dealers and RIAs — where data security isn't optional.
Bank-Grade Encryption
All client data is encrypted at rest with AES-256 and in transit over TLS. Your data is never stored in plaintext — anywhere.
Compliance-Ready Infrastructure
Built on SOC 2 Type 2 certified infrastructure with daily backups, point-in-time recovery, and full audit logging of every action.
Access Controls Built In
MFA required for all users. Session timeouts, login alerts, IP allowlisting, and geographic restrictions — all configurable from your dashboard.