Atomic Insights is offering reduced fees through Q1 of 2025. Schedule a demo today to learn more.
Making money movement easy and compliant for wealth managers, client service, and operations teams
Schedule Demo
Leverage the unified power of
With real-time custodian APIs, efficiently move money and centralize client payments from one platform.
Provide clients insightful reporting on their money movements, combining data stored across multiple sources.
Eliminate double data entry using direct connections to your CRM and portfolio management tools.
Quickly import real-time custodian API account data alongside your CRM client relationships.
Atomic Insights saves RIAs hundreds of hours per year, per client.
Schedule Demo
SOC 2 Type 2 Pending
Easy onboarding and integration
Save hundreds of hours
Atomic Insights © 2024