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.
An interactive self-discovery journey for prospects providing an in-depth prospect profile for Financial Professionals and their firms to accelerate close rates.
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.
Digital content, prospecting solutions, and behavioral data for your segmentation strategy addressing your biggest question "who is my client" and "who is my advisor"
Centralized content with a configurable library and easy to use dashboard for coaching, BAC certification for your coaches and Unique Financial Professional journeys