Everything Your Firm Needs to Govern and Scale AI
A single platform connects your systems, protects your data, and turns your most time-consuming workflows into intelligent automation. Built to your specifications and ready to run in weeks.
Automation for RIAs, Built on One Integrated System
Every feature is designed around the operational reality of wealth management firms — not retrofitted enterprise software.
- Data Layer
- Automation
- Security
- Governance
- Compliance
CRM, custodian, and planning tools are connected into one thread, so AI can work with more client context.
Ariath brings together data from your existing stack
Ariath acts as the connective layer between your systems and the approved AI models your firm is already using. Every connection is scoped to what a specific user is authorized to see — so nothing flows to a model until it has been checked against that permission.
All integrations include role-based access validation before any data reaches a model.
AI governance shouldn't be one-size-fits-all
Ariath configures access, redaction, audit, and retention controls around each workflow, helping your firm put AI to work within the policies and regulatory requirements that govern your business.
Access Controls
Role-based access enforced before data reaches any model, scoped to each user and workflow.
Configurable Redaction
Sensitive field handling configured per workflow — not a blanket policy that breaks what you need.
Audit Logging
Structured, queryable records of every request, with retention settings matched to your firm's obligations.
Workflow-Scoped Governance
Governance settings are configured per workflow, so your onboarding and proposal flows each operate under the right controls.
Multiply your firm's capacity without adding risk
Schedule a demo to see how Ariath brings your existing systems together, puts your most time-consuming workflows on autopilot, and keeps you in control.