The Architecture

Built to run an advisory firm. Deployed to run yours.

Aether was designed from the ground up to handle the operational load of a professional services firm — the research, the document production, the knowledge management, and the business development that consume your team's time.

Unlike general-purpose AI tools, Aether understands the workflows, quality standards, and deliverable formats that advisory firms require. It integrates with your existing systems, produces work under your brand, and maintains complete data isolation between partner engagements.

Your clients interact with your team. They receive deliverables on your letterhead. They never see a CYPHR logo. Aether is the engine — your firm is the brand.

Unbranded Delivery

All output produced under your brand. Your templates, your formatting, your firm's voice. Complete invisibility to your clients.

System Integration

Salesforce connectivity (read-mode at Aether level, full two-way at Business Development level), plus integration with your existing document management and communication systems.

Data Isolation

Your data is yours. Complete isolation between partner engagements. No cross-pollination, no shared intelligence, no exposure.

24/7 Availability

Aether doesn't take weekends. Research, document production, and pipeline management operate continuously — work lands when your team arrives.

Deployment Levels
Three levels. One architecture.
Every engagement is built on Aether. Business Intelligence and Business Development expand the architecture to cover strategic advisory and growth operations.
Level One

Aether

$12,500 – $17,500/mo
Document Production
  • Proposals, analyses, and client deliverables
  • Memos, reports, and correspondence
  • Formatted to your firm's templates and standards
Research
  • Market and industry research
  • Regulatory and compliance analysis
  • Competitive landscape mapping
Knowledge Management
  • Institutional knowledge capture and retrieval
  • Precedent and methodology libraries
  • Firm-specific intelligence organization
Operations
  • Workflow automation and quality assurance
  • Read-mode Salesforce connectivity
  • 24/7 availability
Level Three

Aether + Business Intelligence + Business Development

$32,500 – $40,000/mo
Everything in Business Intelligence, plus:
  • Prospect research and identification
  • Qualification scoring and prioritization
  • Pipeline enrichment and analytics
Outreach
  • Contextualized outreach generation
  • Full two-way Salesforce integration
  • Market intelligence briefings
Monitoring
  • Competitive monitoring
  • Engagement tracking and reporting
  • Pipeline velocity analytics
The Experience
What your team experiences.
A day in the life of an advisory firm powered by Aether.
7:00 AM

Morning Briefing

Your team arrives to find overnight research completed, client deliverables drafted, and pipeline updates summarized. Aether worked while you slept.

9:00 AM

Client Work

A partner needs a competitive analysis for a 10 AM client call. Aether has already pulled the market data, benchmarked the comps, and formatted the analysis to firm standards.

1:00 PM

Proposal Turnaround

A prospect requests a proposal by end of day. Your team defines the scope; Aether produces the full proposal — formatted, proofread, and ready for partner review.

4:00 PM

Pipeline Review

Your managing partner reviews the pipeline dashboard. New prospects identified, qualification scores updated, outreach drafted and queued for approval. The pipeline moves without pulling people off client work.

Deployment
How Aether integrates.
Implementation is tailored to your firm. Timelines depend on existing systems, data complexity, and level of integration required.
Phase One

Discovery & Setup

We learn your firm — workflows, deliverable standards, client types, systems landscape, and operational priorities.

  • Firm workflow audit
  • Template and standards documentation
  • System inventory and integration planning
  • Data governance and access protocols
Phase Two

Integration & Testing

Aether is configured to your specifications, connected to your systems, and tested against your actual workload.

  • Salesforce connectivity setup
  • Template calibration and formatting
  • Parallel testing with live workflows
  • Quality assurance benchmarking
Phase Three

Activation & Training

Your team learns to work with Aether. We monitor, calibrate, and optimize until the architecture runs at full capacity.

  • Team onboarding and training
  • Workflow integration support
  • Performance monitoring and tuning
  • Ongoing optimization and calibration
CRM Integration

Salesforce connectivity.

Aether connects to Salesforce for CRM intelligence, pipeline management, and business development operations. The depth of integration scales with your architecture level.

At the Aether level, connectivity is read-mode — Aether can pull data for research and analysis. At the Business Development level, full two-way integration enables prospect management, pipeline updates, and engagement tracking directly within your CRM.

Primary Path

Bring Your Own Salesforce

Most partner firms already have a Salesforce instance. Aether connects via OAuth, respecting your existing permissions and data governance.

Alternative

Provisioned Instance

For firms without Salesforce, CYPHR RED can provision and configure a Salesforce instance as part of implementation. Additional setup fees apply.

See the architecture up close.

Let's walk through how Aether would integrate with your firm's specific workflows, systems, and growth objectives.

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