Atlas Point's Impact

71%

of investors are willing to share more information to have a personalized experience

96%

of Atlas Point users report having more effective client conversations

“Atlas Point helps to keep emotions and numbers all in the same platform and I’ve never had a tool like this before.”

Donna, Financial Professional, Sephton Financial

+5%

increase in AUM from asset consolidation is the average for experienced Atlas Point users

88%

of affluent Americans want a personalized digital financial experience

FINANCIAL PROFESSIONALS TELL US…

I’m having difficulty engaging the entire household and the next generation

It’s getting harder to differentiate

I’m exhausted from wearing too many hats (part-counselor, part-planner, etc..) while trying to provide a great client experience

results

Accelerated prospecting and ease in engaging the next generation

More personalized conversations giving you a distinct advantage

Increased referrals and revenue with happier clients

Get Started With Atlas Point