The Atlas Point platform generates actionable and personalized results with behavioral finance insights applied throughout the client engagement. With a proven ROI, our platform has the ability to pay for itself in one client conversation.
Everything you need to integrate behavioral finance throughout the lifecycle of your clients and business.
coaching
per month and one-time $1500 registration fee
ATLAS POINT EDGE
per month – or $1440 per year – for an annual subscription
ENTERPRISE