Better Financial Conversations Start Here

We believe in empowering people to express how they think and feel about their money.

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About Us

Atlas Point is a Behavioral Science and Analytic Platform

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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Our Platform

Better Conversations. Better Outcomes.

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.

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Integrations and Partnerships
Our Impact

The Atlas Point Difference

“Financial Virtues is exactly 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 in the Financial Virtues report.”

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

“Financial Virtues is the missing link to make the shift from a transactional relationship to an advisory relationship. There is no other tool at our disposal 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

How it Works

Getting Started is Easy

1

Try the survey

Take five minutes and try the Financial Virtues™ survey. Understanding your own preferences and tendencies will help you to better serve your clients.

2

Schedule a demo

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.

3

Partner together

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.

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Experience Financial Virtues™
for Yourself

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Atlas Point is featured in Wealth Management’s 2022 Midyear Outlook

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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Common Challenges

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.

Results

Better, more personalized conversations

Consolidate assets and improve client retention

Increase referrals with new segments and grow organically

Get Started
With Atlas Point

Request a Demo