About
There’s a better way to work with Atlas. Atlas aggregates disparate client data, automates key portfolio management tasks, and delivers proactive insights. Deliver better client outcomes with innovation on your side.
This product is intended for
- Registered Investment Advisor
- Financial Advisor
- Wealth Manager
- Independent Financial Advisor
- Wealth Management Advisor
- Head of Wealth Management
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Institutional Quality Data
Access enterprise grade data management, portfolio accounting, and performance measurement, whether you manage 10 clients or 10,000.
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Intuitive Client Reports
Your clients shouldn’t have to be a CFA to understand your reports—even if you are. Automate modern, concise, intuitive reports that build confidence and foster transparency with your clients.
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Compliant Fee Billing
Automate your billing process from calculation to invoicing and commission management, no matter the frequency or complexity, all without sacrificing compliance.
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