We provide Financial Professionals and firms with personalized BeFi insights and objective financial education to improve financial wellness.
Book a demoThe ability to deeply personalize each client interaction with maximum EFFICIENCY. Atlas Point’s proprietary, innovative behavioral powered platform allows you and your organization to deliver PERSONALIZATION AT SCALE.
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We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and open to meaningful and productive financial conversations.
Our Solutions“Atlas Point is the missing link to make the shift from a transactional relationship to an advisory relationship. There is no other set of tools that does this.”
I want my clients to know that I care. When I reach out to my clients that I’ve had for 10-25 years and tell them I want to improve my communication skills with them by understanding their financial emotions, that gesture alone means a lot to them.
Atlas Point helps to keep emotions and numbers all in the same platform and I’ve never had a tool like this before.
Atlas Point takes complex academic research and makes it easy for financial professionals to apply in their business. This creates better conversations with individuals, which lead to better relationships. These better conversations and better relationships ultimately produce better outcomes for both the individual and the financial professional.
I’m having difficulty engaging the entire household and the next generation
It’s getting harder to differentiate
I’m exhausted from wearing too many hats (part-counselor, part-planner, etc..) while trying to provide a great client experience
of investors are willing to share more information to have a personalized experience
of Atlas Point users report having more effective client conversations
increase in AUM from asset consolidation is the average for experienced Atlas Point users
of affluent Americans want a personalized digital financial experience