Behavioral Insights.
Deeper Human Connections.

We provide Financial Professionals and firms with personalized BeFi insights and objective financial education to improve financial wellness.

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What if you could have a distinct advantage?

The ability to deeply personalize each client interaction with maximum EFFICIENCY.

Atlas Point’s proprietary, innovative behavioral powered platform
allows you and your organization to deliver PERSONALIZATION AT SCALE.

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Integrations and Partnerships

Financial conversations shouldn’t be confusing, intimidating, or overwhelming.

We believe that when people can express how they think and feel about their money, they are more empowered, engaged, and open to meaningful and productive financial conversations.

OUR SOLUTIONS

What Atlas Point Users Say

“Atlas Point is the missing link to make the shift from a transactional relationship to an advisory relationship. There is no other set of tools that does this.”

Kevin Irhke, CFP®, Investment Insights

I want my clients to know that I care. When I reach out to my clients that I’ve had for 10-25 years and tell them I want to improve my communication skills with them by understanding their financial emotions, that gesture alone means a lot to them.

Rick Risley, CFP®

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

Donna Kendrick, Financial Professional, Sephton Financial
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Behavioral Finance at Atlas Point

Atlas Point takes complex academic research and makes it easy for financial professionals to apply in their business. This creates better conversations with individuals, which lead to better relationships. These better conversations and better relationships ultimately produce better outcomes for both the individual and the financial professional.

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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

Increased referrals and revenue with happier clients

More personalized conversations giving you a distinct advantage

Accelerated prospecting and ease in engaging the next generation

Our Impact

Client BeFi Insights, Powered
by Atlas Point

"Atlas Point is just what we were missing"
96%

of Atlas Point users report having more effective client conversations

71%

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

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

Donna Kendrick, Financial Professional, Sephton Financial

“I just had the best conversation with a client, and it was because of the talking points from Atlas Point”

Shanna Tingom, AAMS®, CFDA®, Heritage Financial Strategies

“The information Atlas Point provides helps me communicate with each member of a household uniquely.”

Rick Risley, Financial Advisor, Cetera

“Atlas Point is the missing link to make the shift from a transactional relationship to an advisory relationship. There is no other set of tools that does this.”

Kevin Irhke, CFP®, Investment Insights

“The value is there with Atlas Point. If it helps me save one client, then it’s worth it.”

Scott McAdams, Financial Professional, Knight Financial
"Understanding my client's financial emotions means a lot to them."
+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

Get Started
With Atlas Point

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