Features

No matter the stage of your firm, Atlas software can help you achieve your goals

Billing

Use Atlas’ 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.

Performance Reporting

Build custom reports with Atlas' dynamic report building environment. Access client reports in our interactive web-based environment or print them off for an in-person review.

Trading

With our partnership with BlazePortfolio, our system will help allow an automated way to handle your trading and rebalancing. All handled electronically through FIX connection.

File Sharing

Securely share files 1 on 1 with clients and easily share firm wide announcements.

Client Portal

Give clients access to their account information, reports, and invoices through our web-based client portal.

Account Aggregation

Have your clients link those outside accounts that you do not directly manage through online login credentials.

Security and Data

We take security as a paramount concern for all users of Atlas: you and your clients alike. The three major cornerstones of our security are: robust data policies–we mask or eliminate personally identifiable information whenever possible; limited account relationships–we have a read-only relationship to financial institutions and never take discretion over accounts; secure software architecture–our software is powered by industry leading providers of cloud architecture and utilizes only the most robust security standards.

Integrations & Partners

With industry leading API infrastructure, we aim to rapidly expand our partner ecosystem. Check this page often for updates, or if you are interested in building something custom with our API, give us a call or drop us a line.

Custodians & Aggregators

TDA
Fidelity
TIAA
Millennium Trust
Charles Schwab
Quovo

Financial Planning

MoneyGuidePro
eMoney Advisor

CRM

AppCrown
SalesForce
Redtail - coming soon!
WealthBox - coming soon!

Other

SMArtX Advisory Solutions
BlazePortfolio
Tolerisk