For Firms
Enterprise
An organic growth system enhancing financial professionals’ existing ability to grow their revenue base by making them more effective and efficient.
Atlas Point Edge™
Configure your firm plan or embed in your Advisor Platform
WealthWiser™
Configure your prospect journey or embed existing client journey
Analytic Products
Bespoke solutions including BI dashboard, referral matching, etc.
Donna
Financial Professional
"Atlas Point helps to keep emotions and numbers all in the same platform. I've never had a tool like this before."
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If technology is providing more time, why is the industry organic growth rate 3.2%?
Let us help your firm drive growth more effectively.
What you get
What you get
We’ll work with your firm leadership to configure solutions that enhance your unique financial professional and client experience.
Atlas Point Edge™
Atlas Point EdgeTM
Configure the Edge solution that is right for your Financial Professionals to drive growth (NNA).
White-labeling
White-label edge to display your company logo
Add & Remove Content
We’ll tag content for the right FP or client's experience
Complementary with your tech stack
Options for no integration, CRM integrations, widgets, etc.
WealthWiser™
WealthWiser™ for Your Firm
Configure the WealthWiser™ solution that is right for your firm to drive qualified leads and client engagement.
Journey Configuration
Configure your unique journey using the pre-developed, science-backed, WealthWiser™ toolkit
Insert Custom Content
Add content and calculators that are unique to your organization
Adapt Client Recommendations Engine
Adapt recommendations engine based on your unique offerings
Analytic Products
Analytic Products
Bespoke behavioral solutions to support your firm growth strategy.
Referral Matching
Harness consumer data from Equifax combined with Atlas Point’s behavioral data for the most compatible FP match.
BI Dashboards
Behavioral insights for clients and financial professionals to inform your firm strategy.
Accelerators and Widgets
Configurable to your firm’s needs and ready to plug into your existing environment.
Integrations
From no code, low code access to full system embed, widgets, and CRM integrations, Atlas Point solutions are configurable, nimble, and flexible.
pricing
Get Started Now
Jumpstart your firm's organic growth program with a configurable system that supports your unique Financial Professional and client journeys.
Atlas Point Edge™
Intuitive and guided solution for FPs to drive growth. Fits with your CRM, Advisor Portal, or stand-alone solution (low/ no code).
Custom
Financial Professional Journey unique to your firm
Flexibility to add and remove content and features from Edge
Behavioral insights for your client and advisor segmentation strategy
White Labeled plan
Exclusive invites for your members
Analytic Products
Bespoke behavioral solutions powered by Atlas Point. Let us make your vision a reality.
Custom
BI Dashboard capturing behavioral insights on clients and financial professionals
Referral Matching and other behavioral models using Equifax data and Atlas Point behavioral data
Custom integration with planning tools, CRM, advisor platform, client portal, etc.
Keep Exploring
Your intuitive, guided, and supportive growth solution.
Your Organic Growth Solution
