Use Atlas/X’s Custom Fee-ID generation system to add new
clients quickly and easily. Generate billing reports and invoices on-demand with one-click report generation. Easily manage any
number of custom fee structures
in a single, easy-to-use interface.
Share files with clients easily using Atlas/X’s integrated file-sharing platform.
Build custom reports with Altas/X’s dynamic report building environment. Print reports or export to PDFs. Custom sharing settings let you choose which portions of the
reports your client can see from
their client portal.
Share performance reports, files, and billing invoices with your clients instantly through Atlas/X’s stylish client portal.
Atlas/X’s powerful trading tools
make it easy for you to manage all
of your accounts. Create custom
models, manage assets, and submit trades all from within our intuitive trading environment.
Rebalancing accounts is simple with Atlas/X. Automatic drift alerts notify you when accounts drift beyond tolerance, and with the click of a button you can rebalance all drifted accounts.