For Firms
Enterprise
An organic growth system enhancing financial professionals’ existing ability to grow their revenue base by making them more effective and efficient.
Enterprise Edge
Your organic growth system
Enterprise Edge + WealthWiser™
Power your unique client and prospect journey
Enterprise Edge + Coaching
Boost your firm's coaching and learning discipline
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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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.
Enterprise Edge
Edge for Your Firm
Configure the Edge solution that is right for your Financial Professionals.
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.
Enterprise Edge + WealthWiser™
WealthWiser™ for Your Firm
Accelerate qualified leads for your firm with your unique prospect journey.
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
Enterprise Edge + Coaching
Coaching for Your Firm
Boost your firm's coaching and learning curriculum to uniquely serve each of your Financial Professionals.
Recruiting Needs
Tailor the recommendations engine for your unique recruiting needs to serve up the right learning journey for each new recruit
Coaching Dashboards
Coaching dashboards and a recommendation engine to drive specific coaching actions based on the FP's unique needs
Behavioral Coach Certification
9-month train the coach journey
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.
Enterprise Edge
Organic growth system for your Financial Professionals
Custom
Flexibility to add and remove content and features from Edge
Financial Professional Journey unique to your firm
Tailored recommendations engine
Behavioral insights for your client and advisor segmentation strategy
White Labeled plan
Exclusive invites for your members
Enterprise BI Dashboard reporting
Single Sign On (SSO)
Enterprise + Coaching
Dashboards and a coaching program for your in-house team
Custom
All Enterprise Features
BAC Certification program for coaches who want to go deeper on behavioral finance (9-month program for $10,800 per coach)
Ability to add and remove coaching bios for your organization
Ability to add and remove coaching content, update the recommendations journey for homework assignments
Coaching dashboard to communicate across coaches, assign homework, and track coachee progress
Keep Exploring
Your intuitive, guided, and supportive growth solution.
Your Organic Growth Solution
