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About Us

Behavioral Finance
Made Easy

With a proven ROI and behavioral science-backed insights, our tools enrich your relationships and position your practice for ongoing growth – all while integrating smoothly with your existing tech stack. Let’s get the conversation started.

How We Help Home Office Leaders How We Help Financial Advisors

Our Impact

The Atlas Point Difference

“Financial Virtues is exactly what we were missing.”

71%

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

88%

of affluent Americans want a personalized digital financial 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 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."

4%

of investment returns are lost due to emotional decision-making

80%

of women change advisors after a divorce or death

Intergrations and Partnerships

Calculate your ROI from behavioral conversations

ROI Calculator

Our Resources

Financial Virtues Behavioral Assessment

Results based on character science and behavioral finance
Report that highlights underlying financial needs, strength, fears, and stress behaviors
Four personas and 19,000 variations of the report because your client is unique
Action plan to help Financial Advisors put the insights to work

Experience Financial Virtues

Behavioral Conversations training

Practical and personalized strategies to integrate behavioral conversations into your practice
Online, on-demand so you can move at your own pace
3 hours of CE credit towards the CFP®, CIMA®, CPWA®, CIMC®, and RMA® certifications.
Financial Virtues Assessment ($39 value)

Take the training

Self-directed Coaching

Access to subject matter experts on topics like differentiating
Tools for strategic planning
Relevant content updated quarterly
Cost saving solution

Get Started

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.

READ THE ARTICLE