Atomic Insights is offering reduced fees until Q4 of 2024. Schedule a demo today to learn more.
We empower financial advisors to provide timely and insightful advice to their clients.
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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.
Direct API integration with Charles Schwab, for real-time money movement, data analysis, reporting, and more.
Direct API integration with Salesforce allows for more streamlined organization of your database.
Atomic Insights saves RIAs hundreds of hours per year, per client.
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Easy onboarding and integration
Save hundreds of hours
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