For Financial Advisors
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™ Essential
$79
/month
Unlimited Financial Virtues
Client & household insights
CRM integrations
Edge™ Growth
$149
/month
Everything in Essential, plus:
Growth Metrics with personalized recommendations
Meeting preparation
Client engagement resources
Learning & CE
Advanced reporting & filtering
Edge™ Premier
$299
/month*
Everything in Growth, plus;
Interactive Business Plan—strategy, competitive analysis & much more—all in one place
2 expert coaching workshops from industry veteran coaches
Exclusive peer learning & events
Keep Exploring
Your intuitive, guided, and supportive growth solution.
Accelerate your client engagement.
