introducing Edge Lite
Drive Growth. Deepen Client Understanding.
Our signature science-backed surveys uncover the money behavior of clients and prospects in just five minutes or less—revealing communication preferences, blind spots, financial fears, and decision-making styles to make meetings more efficient and effective.
Each survey provides a personalized report that sparks more meaningful conversations to drive growth.
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Rick
Financial Professional
“Atlas Point has helped me grow my business by $19mm in Net New Assets.”
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Features
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Our Platform
All of our surveys and client-ready content in a convenient location. Plus, see all of your client results in one place and get deeper insights based on their combined results.
Our Surveys
Enhance your client conversations with unique behavioral surveys that differentiate your business and drive growth. Seamlessly send surveys and receive ongoing client insights with our suggested framework.
Our Content
Client-ready content with behavioral insights, up to date with current events that may be impacting your clients.
Drive growth differently in 7-days or less
Now
Day 5
Day 7+
Connect your CRM
Add your logo for a whitelabled experience
Share your first client survey
Seamlessly integrate Atlas Point into your existing workflow
Jump on a quick onboarding call—get best practices in 15 minutes
Your dedicated support team is here when you need us
Personalize your client experience with behavioral insights
Accelerate close rates, consolidate assets, and re-engage clients
Expedite onboarding for successors
Why Atlas Point?
About UsBehavioral Science Applied
Our team of PhDs and Data Scientists combine Character Science, Behavioral Science, and Data Science for more impactful application.
Organic Growth
Our proprietary, innovative behavioral-powered platform makes it easy for firms and their Financial Professionals to personalize at scale.
Complementary
Ready for immediate application. The solutions blend seamlessly with your current processes, technology, and regulatory agenda.
Limited time pricing
Get Started Now
Edge™ Lite
Differentiate your client experience with our signature behavioral survey to understand how your client thinks and feels about their money.
$79
/month
Unlimited Financial Virtues surveys for prospecting and client engagement
Client behavioral profile including persona, bias and recommended communication
Group calls with your peers and a coach to discuss practical application of behavioral conversations
Household profile and maps
CRM integrations
Integrations
Give your firm a distinct advantage.
