AI-native - institutional - founder-first
Wealth management built for 2030
AiON combines institutional investment methodology with AI-native operating leverage, giving independent advisors a product shell that feels closer to a trading desk than a retail portal.
20+
Years institutional experience
8
AI agents per advisor
47
Clients monitored 24/7
Choose your perspective
Advisor Experience
advisorSee AiON through the advisor's lens. Eight AI agents monitoring your entire book 24/7, surfacing what needs attention so you focus entirely on client relationships. Institutional portfolio intelligence and a live AI CIO available on demand.
- 8 proactive agents monitoring 47 clients
- Institutional portfolio analysis engine
- AI advisor intelligence on demand
Client Experience
clientSee AiON through your client's eyes. A unified wealth dashboard where every goal has a funding source, every agent alert is translated into plain English, and every portfolio decision is explained in terms of their life, not just their allocation.
- Goals-based portfolio view
- Proactive agent alerts in plain language
- Total wealth picture across all accounts