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Innovative technology to give your team an edge.

Atlas Point leverages technology and behavioral finance insights to help financial advisors refine and grow client relationships.

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Position Your Team for Success With Financial Virtues

Atlas Point’s signature survey tool works by quickly assessing a client’s thoughts and feelings about managing their money. This information is then spun into two distinctive reports – one for the client and one for the advisor – that break down the insights into frameworks and strategies on how to communicate efficiently and effectively. The result: meaningful conversations driven by each client’s unique behavioral biases and decision-making tendencies.

Backed by a proven ROI, our dynamic suite of turnkey tools and resources provides a scalable solution and a strong foundation for ongoing growth.

Schedule a demo to learn how Financial Virtues can accelerate relationships and improve teaming across your entire firm.

 

What you'll learn

How Financial Virtues Helps Experienced Advisors

  • Scalable approach that supports teaming and collaboration
  • Behavioral science-based strategies to accelerate client relationships
  • Coaching frameworks that re-engage clients throughout the client life cycle

“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

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With Atlas Point

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