Whether you are changing careers, leaving a larger firm, or simply getting started on your own, our software can provide the stable foundation you need as you launch your firm.
If you are trying to grow your firm to the next level but feel held back by back office work and legacy technology, Atlas can help your firm scale, bringing efficiency as you grow.
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.
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.
Redtail - coming soon!
WealthBox - coming soon!
SMArtX Advisory Solutions