Spend less time on back office work and more time with clients using Atlas/X.
Interactive graphs and customizable displays make it easy to view your
client's returns, cash flows, and other reports. Atlas/X supports custom benchmarks, giving you total control
over your performance reports.
Wantto give your clients a beautiful
and simple portal to view their reports? Simply enable the client portal and customize what they can see. With Atlas/X, you're in command
of your reports.
On-demand billing allows you to run
your billing when it’s convenient for you and with any combination of unique fee schedules. Atlas/X's easy-to-use Fee ID creation system makes it simple to run complex billing configurations for all of your clients simultaneously. Manage account groupings, rules, and asset exclusions with ease. Take command of your billing reports with on-demand billing in Atlas/X.
Trading & Rebalancing
Atlas/X's powerful trading tools make it easy to manage all of your accounts
and investment models. Automatic drift-alerts helps you quickly see which accounts need to be rebalanced, and one-click rebalancing allows you fix out of tolerance accounts without having to do any complex calculations. No more need to juggle excel spreadsheets. Simplify your account management and trading process with Atlas/X.