Pricing

The Atlas Point platform generates actionable and personalized results with behavioral finance insights applied throughout the client lifecycle. With a proven ROI, our platform has the ability to pay for itself in one client conversation.

Contact the Atlas Point team or Request a Demo to discuss custom pricing for groups of four (4) or more.

Atlas

$29
Annual Subscription / Paid Monthly
For Advisors with niche businesses that want to conduct a limited number of behavioral conversations
License for one (1) Advisor
10 completed surveys annually
Behavioral Conversations Training (3 hours of CE)
Insights dashboard
30-minute Advisor onboarding call
Self-directed coaching platform and tailored learning journeys
Financial Pulse Check surveys
Access to ready-to-present seminar packs
45-minute coaching consultation
(Optional) Use practice name on Financial Virtues reports
SIGN UP

Beacon

$99
Annual Subscription / Paid Monthly
Our most popular package for the solo advisor includes 120 completed surveys and self-directed coaching
License for one (1) Advisor
120 completed surveys per year
Behavioral Conversations Training (3 hours of CE)
Insights dashboard
30-minute Advisor onboarding call
Self-directed coaching platform and tailored learning journeys
Financial Pulse Check surveys
Access to ready-to-present seminar packs
45-minute coaching consultation
(Optional) Use practice name on Financial Virtues reports
SIGN UP

Navigator

$179
Annual Subscription / Paid Monthly
For businesses that need more Licenses, Surveys, and Personalized Coaching
Licenses three (3) Advisors
360 completed surveys per year
Behavioral Conversations Training (3 hours of CE)
Insights dashboard
30-minute Advisor onboarding call
Self-directed coaching platform and tailored learning journeys
Financial Pulse Check surveys
Access to ready-to-present seminar packs
45-minute coaching consultation
(Optional) Use practice name on Financial Virtues reports
SIGN UP
Other ways to get started