Introducing Atlas Point Edge

AI Powered Insights. Deeper Human Connections.

Atlas Point is making it even easier for financial services firms and their professionals to personalize and deepen human connections at scale with our updated proprietary, innovative AI-powered platform.

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Unleashing even more possibilities

Same great platform. Even better experience.

New features in the Atlas Point platform include:

  • Modernized dashboard with BeFi Confidence index
  • Aggregated response profiles with the ability to view pulse check too
  • White-labeling survey reports
  • New Lead Generation Survey and more!

We welcome the opportunity to meet you and learn about your business!


Our Impact

Client BeFi Insights, Powered
by Atlas Point

"Atlas Point is just what we were missing"

of Atlas Point users report having more effective client conversations


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

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

Rick Risley, Financial Advisor, Cetera

“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."

increase in AUM from asset consolidation is the average for experienced Atlas Point users


of affluent Americans want a personalized digital financial experience