Features
No matter the stage of your firm, Atlas software can help you achieve your goals
Launch
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.
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Scale
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.
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Optimize
You worked hard to grow your business, and you want to focus on what matters most: your clients. Atlas can help optimize your back office with simplicity and automation so you can focus on strengthening client relations for years to come.
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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.
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.
Client Portal
Give clients access to their account information, reports, and invoices through our web-based client portal.
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.
File Sharing
Securely share files 1 on 1 with clients and easily share firm wide announcements.
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 – coming soon!
RightCapital – coming soon!
CRM
AppCrown
SalesForce
Redtail – coming soon!
WealthBox
Other
SMArtX Advisory Solutions
BlazePortfolio
RIA Compliance Consultants
Alliance of Comprehensive Planners
AdvisorPeak