Ariath Description
Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used.
Ariath helps wealth management firms put AI to work across the organization, multiply advisor capacity, and automate more of the workday without losing control or adding unnecessary risk.
Ariath Alternatives
8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
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Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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enVisual360
enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.
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ReadyRedact
ReadyRedact is an innovative document redaction solution powered by artificial intelligence, crafted to assist businesses and organizations in adhering to various privacy regulations, including GDPR, CCPA, and HIPAA. By leveraging cutting-edge AI technology, it adeptly removes sensitive information from various document formats such as PDFs, JPEGs, TIFFs, and Microsoft Office files, thereby safeguarding the confidentiality of private data. The software streamlines the redaction process, effectively eliminating personal and confidential information to prevent risks related to identity theft, fraud, and legal disputes. Among its features are capabilities for bulk uploads, automated email integration, OCR-based search and redaction, as well as document annotations and project management tools that facilitate secure collaboration. Ensuring full compliance with privacy laws, ReadyRedact is particularly beneficial for sectors like law, healthcare, finance, and governmental organizations. Furthermore, the platform enables users to monitor edits, maintain comprehensive audit trails, and implement role-based access controls to strengthen data security. This multifaceted approach not only enhances operational efficiency but also provides peace of mind in managing sensitive information.
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Integrations
Company Details
Company:
Ariath
Headquarters:
United States
Website:
www.ariath.ai/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Online Support
Ariath Features and Options
Integration Software
Dashboard
ETL - Extract / Transform / Load
Multiple Data Sources
Web Services
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