Scale the client experience, not the admin.

Asset Class gives wealth managers the tools to bring private capital and alternative investment offerings to their clients, including digital fund marketing through secure data rooms, streamlined online client onboarding, subscription processing, and ongoing investor portal access. Athena, the AI layer of Asset Class, extracts key terms from e-signed subscriptions and chases KYC, so new clients can be onboarded in hours.

Asset Class is built on Salesforce, so firms that already use Salesforce CRM can deploy Asset Class directly within their existing environment. For firms using other systems, Asset Class operates as a standalone private capital platform with integration options via the Salesforce AppExchange ecosystem.

Asset Class provides wealth management clients with a branded, self-service investor portal where they can view their private market allocations, access fund documents, review performance reports and subscribe to new offerings. Athena, the AI layer of Asset Class, personalizes each client's reporting from live data, with every figure cited, and answers routine questions from that client's own data. Clients get the digital experience they expect from public market platforms, applied to private investments.

Yes, Asset Class sends private market updates to wealth clients through Athena Mail, an add-on for mass email campaigns to client segments. Athena, the AI layer of Asset Class, drafts each message from live data and personalizes it per client, and your team signs off before anything is sent. SendGrid delivers each campaign at volume, and fund updates and quarterly packs go out the same way.

Yes, Asset Class logs portal logins, document views and email engagement on each client's record, so your team can see who has opened their latest statement. Athena, the AI layer of Asset Class, answers plain-language questions across those records, such as which clients have yet to open this quarter's statement, with every answer cited to source. It can then draft a follow-up to each client for your team to approve.

Yes, Athena, the AI layer of Asset Class, prepares advisers for client meetings from the client's record. It summarizes the client's history and correspondence, adds relevant news, recommends talking points and drafts the follow-up for the adviser to review before it is sent. Meeting notes are captured back to the same record, so the next conversation starts from an up-to-date view.