Streamlined financial planning, data-driven risk management, and long-term growth strategies powered by American Wealth Corp’s tailored wealth optimization solutions.
“The partnership with American Wealth Corp transformed how we plan, manage, and grow assets. Their integrated analytics and advisory support helped us improve efficiency and scalability across all operations.”
Mark Ellison, Chief Financial Officer, Athene Holding Ltd.
Athene, a leading provider of retirement and annuity solutions, sought a more agile financial management system to handle complex portfolios and increasing customer demands. The company wanted to modernize its asset allocation models and enhance transparency across its investment operations.
American Wealth Corp collaborated with Athene to deploy a suite of advanced financial planning tools and predictive analytics models. These solutions provided real-time portfolio insights, automated compliance tracking, and improved visibility into performance metrics. The integration reduced manual dependencies and improved decision-making accuracy across departments.
By aligning Athene’s long-term vision with data-backed financial intelligence, American Wealth Corp helped create a scalable foundation that supports innovation, compliance, and consistent client growth.
Within the first year of implementation, Athene achieved a 40% acceleration in reporting and reconciliation cycles, significantly improving operational agility. Asset allocation accuracy improved by 25%, allowing more precise investment strategies and stronger returns. Operational overhead costs fell by nearly 30%, driven by automation and smarter data workflows. Most importantly, the new system enhanced investor trust by providing deeper transparency and actionable performance insights across Athene’s entire financial ecosystem.
Founded in 2009, Athene is a global leader in retirement services, providing annuity and reinsurance solutions designed to help individuals and institutions achieve financial security.