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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Aderant Drive offers law firms and their clients a secure platform for collaboration and information exchange through data-rich client portals. By utilizing the firm’s current technology alongside the security features of the Office 365 ecosystem, Drive simplifies the complexities involved in developing and maintaining law firm extranets, ultimately enhancing client service through improved transparency, responsiveness, and overall value. This innovative solution not only streamlines communication but also fosters a more interactive relationship between firms and their clients.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Addepar No 
BigCommerce No 
ChatGPT No 
Facebook No 
Google Calendar No 
Google Sheets No 
HubSpot CRM No 
Instagram No 
Lightspeed Retail No 
MySQL No 
OpenAI No 
QuickBooks Accountants No 
SalesWarp No 
SendGrid No 
Shopify No 
Slack No 
Smartsheet No 
Snowflake No 
Wealthbox No 
WhatsApp No 

Integrations

Addepar Yes 
BigCommerce Yes 
ChatGPT Yes 
Facebook Yes 
Google Calendar Yes 
Google Sheets Yes 
HubSpot CRM Yes 
Instagram Yes 
Lightspeed Retail Yes 
MySQL Yes 
OpenAI Yes 
QuickBooks Accountants Yes 
SalesWarp Yes 
SendGrid Yes 
Shopify Yes 
Slack Yes 
Smartsheet Yes 
Snowflake Yes 
Wealthbox Yes 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Aderant

Founded

1978

Country

United States

Website

www.aderant.com

Vendor Details

Company Name

Ariath

Country

United States

Website

www.ariath.ai/

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management No 
Multiple Data Sources Yes 
Web Services Yes 

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