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
Education and behavioral solutions, aligned with your goals
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 an intuitive and guided solution for the Financial Professional to obtain and retain clients.
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
Signature Surveys
Get deep insight into your client’s perspective of money
Pulse Checks
Increase engagement with quick check-ins
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 learning journey tailored for the FP based on their unique learning preferences, needs, and goal to grow, run, or transition their 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
Household Map
Engage the quiet one or the next generation using the household map to see how each person in the household thinks and feels about their money differently.
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
Keep Exploring
Your intuitive, guided, and supportive growth solution.
Accelerate your client engagement.
