For Financial Professionals
Atlas Point™ Edge
An intuitive, guided, and supportive solution for Financial Professionals to accelerate relationships and drive growth.
Engagement & Client Content
Surveys for clients and prospects
Meeting Prep
Client-ready materials, insights, and recommended actions
FP Support & Learning
Personalized report with clear actions and team support
Rick
Financial Professional
“I met with a married couple who had been working with their current Advisor for 15 years. Atlas Point helped to accelerate our relationship and they transferred over 1.8 million in assets to me.”
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What you get
What you get
Atlas Point Edge™ provides intuitive and guided solutions for the Financial Professional to drive growth.
Engagement & Client Content
Science-backed Surveys
Differentiate your client experience with 12+ types of behavioral surveys that are complementary with your current workflow.
Prospecting Surveys
Discover your prospect’s financial strengths and biases
Ongoing Engagement
Additional surveys and client-facing material
Link to CRM Workflow
Easy to implement into existing CRM workflow
Meeting Prep
Actionable Insights
Accelerate your client meeting prep with behavioral insights, a clear snapshot of your client, and engage between meetings with targeted communications.
Client-Ready Materials
Blogs, seminars, and email starters templated for your clients
Personalized Insights and Content
Recommendations based on persona, bias, and current events
Client Profile
A unique snapshot of your client with clear recommended actions
FP Support & Learning
Education
Experience a personalized journey based on your unique learning preferences, needs, and goal to grow, run, or transition your business.
Recommendations Engine
Financial Professionals’ personalized journey
Curated Library
300+ videos, articles, team templates, webinars, etc.
Courses (CE) on demand
Self-paced courses designed for Financial Professionals
Atlas Point Edge™
If efficiency tools create more time, why aren't they more effective at driving growth? Check out the video below to see how our solutions support you to effectively drive growth.
pricing
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Create momentum for your business using behavioral insights to accelerate close rates and consolidate more assets.
Atlas Point™ Edge
Intuitive, guided, and supportive organic growth solution inclusive of client engagement tools.
$149
/mo per advisor
Unlimited prospecting and client engagement surveys (Financial Virtues™, FinSight™, Pulse Checks, and Uncertainty Mindset™)
Quick meeting prep with client behavioral profile
Household profile and maps
Client-ready materials to include email starters and seminar packs
Growth scenario planning for your business with recommendations report
Learning journeys (CE) centered on growth, running the business, succession, and firm transitions
Advanced filtering and reporting
CRM Integrations
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Your intuitive, guided, and supportive growth solution.
Accelerate your client engagement.
