introducing Altas PointTM Edge
Drive Growth Differently.
Learn how one Financial Professional team used one of our behavioral solutions to drive $19M in net new assets.
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Features
Our Platform
Our science-backed tools uncover the money behaviors of clients and prospects to make your meetings more efficient. Each personalized report sparks more meaningful conversations that drive growth.
Our Surveys
Differentiate your business and enhance client conversations with ongoing insights from targeted behavioral surveys.
Our Content
Ready-to-use client articles on current events through a behavioral lens, giving you timely, personalized content that resonates.
Drive growth 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
Atlas Point Edge
Edge includes the complete suite of Atlas Point surveys along with client-ready content.
$149
/mo per advisor
Unlimited prospecting and client engagement surveys (Financial Virtues™, FinSight™, Pulse Checks, and Uncertainty Mindset™)
Quick meeting prep with client behavioral profile
Household profile and maps
Client-ready materials to include email starters and seminar packs
Growth scenario planning for your business with recommendations report
Integrations
Check out how Rick captured $19mm in NNA using Financial Virtues!
