We believe in empowering people to express how they think and feel about their money.
We help financial professionals and financial services organizations have more personal and personalized conversations using behavioral science backed insights with a proven ROI.
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Atlas Point provides scalable solutions, including client-ready behavioral surveys, insights, and financial professional success programs, to drive real results for your business.
There is no other tool at a financial professional’s disposal that drives perceived value to clients like behavioral coaching. The Atlas Point platform makes it easy.
of Atlas Point users report having more effective client conversations
of investors are willing to share more information to have a personalized experience
increase in AUM from asset consolidation is the average for experienced Atlas Point users
of affluent Americans want a personalized digital financial experience
Take five minutes and try the Financial Virtues™ survey. Understanding your own preferences and tendencies will help you to better serve your clients.
We’ll talk through our platform based on the unique needs of your business, answer your questions, and discuss how other professionals are using Atlas Point solutions.
You can be up and running on our platform in minutes. We will help you gain more value through behavioral insights and create momentum for your business.
Read our thoughts on how you can prepare your clients for the future of uncertainty by tailoring your communication and 3 key questions Advisors should be asking themselves.
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Individuals say that their Financial Professional does not know them or understand their unique preferences.
Financial Professionals say differentiating and articulating the value of full-service financial advice is growing harder.
Enterprise are looking for ways to grow organically, personalize the client experience, capture the next generation and diverse segments.
