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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.

Schedule A Demo

Position Your Team for Success With the Atlas Point System

The Atlas Point System includes three unique tools that help Advisors to efficiently assess and understand a client’s approach to money management. We offer Financial Virtues, a 5-minute survey tool, Behavioral Conversations, an in-depth CE training, and Sales Agility, an on-demand coaching series that incorporates exercises led by subject matter experts. Used together or independently, our turnkey system provides a scalable solution and a strong foundation for ongoing growth.

Wondering how? One advisor leveraged Financial Virtues to close on a new $1.8MM account in a single meeting. Others have used our coaching strategies to extend relationships through extended families, making way for asset consolidation and increased opportunities for network expansion.

Getting started is easy.

Schedule a Demo

Schedule a demo with a member of our team at a time that works for you.

Meet Virtually

We’ll meet virtually to discuss which services and tools can accelerate your business.

Select a Package

After the call, you can consider your options and choose a package that meets your needs.

Implement Solutions

You’ll be able to access the tools immediately, ensuring that you can get started right away.

Schedule a demo to learn how the Atlas Point solutions can accelerate relationships and improve teaming across your entire firm.


What You'll Learn

How Atlas Point Helps Seasoned Advisors

  • Scalable approach that supports teaming and collaboration
  • Customized action plans based on comprehensive client reports
  • Coaching frameworks that re-engage clients throughout the client life cycle

“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

“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

Get Started
With Atlas Point

Request A Demo