For Prospects & Clients
WealthWiser™
An interactive self-discovery journey for prospects, providing an in-depth prospect profile for Financial Professionals and their firms to generate leads and accelerate close rates.
Behavioral Surveys
12+ types of science-backed surveys
Actionable Insights
Right prospect, right service or product, right time
Financial Literacy
Objective financial education for prospects and clients
Katy
Client
"Atlas Point helps me to understand how to thoughtfully and consciously think about money and what's most effective for me. I'm so excited to move forward with this newfound information!”
Featured on
Featured on
What you get
What you get
An interactive journey your firm can adapt to your unique prospect or client experience.
Behavioral Surveys
Behavioral Surveys
12+ behavioral surveys, embedded into your client’s financial journey.
Financial Virtues
Discover your client’s financial strengths and biases
Uncertainty Mindset
Understand how your client perceives risks and rewards
Pulse Checks
30-second education tools for self-discovery and behavior change
Actionable Insights
Actionable Insights
Behavioral insights for more predictive segmentation models to apply personalization at scale.
Financial Profile
Qualifying insights to boost prospect quality
Interactive Wellness Log
Align products and services to long-term and short-term goals
Calculators and recommended actions
Curated actions to drive the prospect to you
Financial Literacy
Client Education
Add to the curated content in WealthWiser™ with your products, actions, and advertisements.
Client-Ready Articles
A full library of academically researched articles for your prospects
Recommended Actions
Personalized next steps for your prospects
Custom Advertisements
Easily insert custom articles or ads into the journey
Configurable Journey
We will work with your firm to add or remove steps, ingest content, and configure your unique client journey.
pricing
Get Started Now
WealthWiser™ is configured at the enterprise level. It is a "do it for me" option for Financial Professionals to accelerate prospecting and/or client relationships.
Enterprise + WealthWiser™
Jump start your unique client engagement program
Custom
All Enterprise Features
Tailored client profile journey to meet the unique needs of your business (+/- steps)
Add your unique product assets, financial education, and advertisement
Integration options for your firm CRM and planning tools
Enterprise Dashboard to inform client segmentation and digital marketing
Personalized recommendations leading back to your professional expertise and products
Keep Exploring
Your intuitive, guided, and supportive growth solution.
Accelerate close rates.
