Behavioral Insights. Deeper Human Connections.
We help financial professionals and their firms drive growth differently.
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Financial conversations shouldn’t be confusing, intimidating, or overwhelming.
solutions
Give your firm a distinct advantage
Chelsea
Financial Professional, 10 years in business
“The Atlas Point platform has helped me get more referrals, clients, and assets.”
Rick
Financial Professional, 45 years in business
“Financial Virtues has helped me grow my business by $19mm in NNA.”
For Financial Professionals
Atlas Point Edge™
An intuitive, guided, and supportive solution to engage clients, accelerate prospects, support succession, and grow efficiently.
Behavioral Surveys & Insights
Client Content & Engagement
Personalized FP Learning
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For Enterprise
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
Coaching
Our experts align with your unique needs to support growing or transitioning your business.
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Personalized Business Plan
Growth Metrics Report
Customized Coaching
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For Enterprise
Consulting
Scalable, repeatable solutions that complement your firm's technology, process, and growth agenda.
Rapid Growth Assessment
White-labeled Tech & Content
Analytics
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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.
Partners
Teams we serve
We partner with you to accelerate your growth agenda.
Firm Strategy
Organic growth system delivering behavioral solutions 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 meeting preparation and growth 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
Check out how Rick captured $19mm in NNA using Financial Virtues!
