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Billing

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.

 
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File Sharing

Share files with clients easily using Atlas/X’s integrated file-sharing platform.

 

Account Opening

Atlas/X makes adding new clients
quick and easy with form autopopulation,file sharing, and one-step billing ID generation.

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Reporting

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.

 

 
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Client Portal

Share performance reports, files, and billing invoices with your clients instantly through Atlas/X’s stylish client portal.

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Trading

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.

 

 
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Rebalancing

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.