Behavioral Insights. Deeper Human Connections.
We provide client-centric behavioral insights and personalized education for financial firms and their professionals to drive growth.
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Financial conversations shouldn’t be confusing, intimidating, or overwhelming.
solutions
Give your firm a distinct advantage
Chelsea
Financial Professional
“The Atlas Point platform has helped me get more referrals, clients, and assets.”
For Financial Professionals
Atlas Point™ Edge
An intuitive, guided, and supportive solution for Financial Professionals (FPs) to engage clients, accelerate prospects, support succession, and grow efficiently.
Engagement & Client Content
Meeting Prep
FP Support & Learning
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For Prospects & Clients
WealthWiser™
An interactive self-discovery journey for prospects providing an in-depth prospect profile for Financial Professionals and their firms to accelerate close rates.
Behavioral Surveys
Actionable Insights
Financial Literacy
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For Financial Professionals
Atlas Point™ Coaching
Our experts connect with your Financial Professionals and align with their unique business needs to support growth that is stronger and sustainable for the future.
Your Growth Metrics
Personalized Coaching
BAC Certification for Coaches
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For Firms
Enterprise
An organic growth system, behavioral insights, and content for Financial Professionals, clients, and prospects for personalization at scale.
Enterprise Edge
Enterprise Edge + WealthWiser™
Enterprise Edge + Coaching
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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.
Teams we serve
We partner with you to accelerate your growth agenda.
Firm Strategy
Organic growth system delivering a behavioral solutions approach for Financial Professionals and their clients
Enterprise Solutions
Marketing
Digital content, prospecting solutions, and behavioral data for your segmentation strategy addressing your biggest question "who is my client" and "who is my advisor"
Enterprise Solutions
Coaching
Centralized content with a configurable library and easy to use dashboard for coaching, BAC certification for your coaches and Unique Financial Professional journeys
Coaching Solutions
Technology
Widgets, open APIs, or full system embed options based on your desired components
Enterprise Solutions
Growth Leaders
Differentiated prospecting, engagement solutions, and a configurable dashboard to track results
Enterprise solutions
Financial Professionals
Prospecting and client engagement solutions including client-ready content and insights to make personalization at scale easy
Atlas Point™ Edge Solutions
"Atlas Point helps to keep emotions and numbers all in the same platform. I've never had a tool like this before."
Donna
Financial Professional
Top 10 to Watch
Innovators to change the industry 2024
2023 Finovative Awards winner
Best Wealth Management Solution
When behavioral science meets financial expertise
10%+
AUM Growth of FPs using at least 35 Financial Virtues surveys
96%+
of FPs on the Atlas Point platform say they have more effective conversations
Integrations
Accelerate your client engagement
