For Financial Professionals
Atlas Point Edge™
An intuitive, guided solution to differentiate your client experience, accelerate relationships, and drive asset growth.
Behavioral Surveys & Insights
Uncover client motivations and decision drivers
Client Content & Engagement
Stay relevant between meetings with personalized and timely client engagement
Personalized FP Learning
Build the skills and strategy to grow, manage, and transition your business
Rick
Financial Professional
“I met with a married couple who had been working with their current Advisor for 15 years. Atlas Point helped to accelerate our relationship and they transferred over 1.8 million in assets to me.”
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Differentiate your business and accelerate client engagement.
Features
What You Get
Atlas Point Edge™ provides intuitive and guided solutions for the Financial Professional to drive growth.
Behavioral Surveys & Insights
Sentiment
Differentiate your client experience with 12+ types of behavioral surveys that are complementary with your current workflow.
Prospecting Surveys
Discover your prospect’s financial strengths and biases
Ongoing Engagement
Keep clients engaged with consistent outreach that builds trust and drives growth
Link to CRM Workflow
Easy to implement into existing CRM workflow
Client Content & Engagement
Actionable Insights
Accelerate your client meeting prep with behavioral insights, a clear snapshot of your client, and engage between meetings with targeted communications.
Client-Ready Materials
Blogs, seminars, and email starters templated for your clients
Personalized Insights and Content
Recommendations based on persona, bias, and current events
Client Profile
A unique snapshot of your client with clear recommended actions
Personalized FP Learning
Education
Experience a personalized journey based on your unique learning preferences, needs, and goal to grow, run, or transition your business.
Recommendations Engine
Financial Professionals’ personalized journey
Curated Library
300+ videos, articles, team templates, webinars, etc.
Courses (CE) on demand
Self-paced courses designed for Financial Professionals
Atlas Point Edge™
See how our solutions support you to effectively drive growth.
pricing
Get Started Now
Create momentum for your business using behavioral insights to accelerate close rates and consolidate more assets.
Edge™ Lite
$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
Atlas Point Edge™
$149
/month
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
Learning journeys (CE) centered on growth, running the business, succession, and firm transitions
Advanced filtering and reporting
CRM Integrations
Edge + Coaching
$599
/month*
Core topics include Emotions & Money, Strategy, Marketing, Client Service, Discovery, Efficiency, and Teaming
Current state / future state analysis with recommendations specific for your business
Execute your annual business planning accountability focus
Access to 35 learning modules and 300+ implementation resources
First 2 months of weekly calls, then two 1-hour video sessions/month with BeFi Coach
Exclusive invites to peer events and advanced learning opportunities
Keep Exploring
Your intuitive, guided, and supportive growth solution.
Accelerate your client engagement.
