Atomic Insights is offering reduced fees through Q1 of 2025. Schedule a demo today to learn more.
Client payments require high levels of diligence, timeliness, and accuracy, but this doesn't mean that advisor teams should do all of this work manually
Average number of cumulative minutes per day spent processing payments
Average number of payments processed per day at a typical RIA serving HNW clients
Average number of manual steps required across a single client payment life-cycle
Average number of custodian, portfolio, and enterprise tools used to process payments
We think Advisory firms face significant challenges managing client payments. We'd like to know what you think.
Take a moment to answer our one-question survey.
Atomic Insights © 2024