The Agentic Advantage
- Executes hundreds of iterative reasoning steps for every client scenario.
- Builds a complete narrative around needs, risks, allocation, and execution.
- Produces draft Statements of Advice within minutes instead of days.
Atlas
An agentic research platform exploring AI-powered financial advice across every major market.
Atlas is under development and not yet available for deployment to end clients. Telescope partners with licensed financial services organisations to navigate regulatory pathways in each jurisdiction.
Product Overview Bring AI reasoning to portfolio construction
Agentic advice generation Atlas reasons through hundreds of thought cycles to produce a draft Statement of Advice that reflects client goals, constraints, and the guardrails you define.
Works with your coverage Configure the exchanges, asset classes, and house views that Atlas should reference—across ETFs, equities, commodities, crypto, and more.
Global and multilingual Generate advice in the languages and markets you support, ensuring every client receives guidance aligned with local expectations.
Partner with Telescope to explore compliant, AI-assisted financial advice.
Key Capabilities Built for transparent, high-quality advice
Atlas mirrors the reasoning journey of human advisors while documenting every decision it makes.
Advisor Environment Controls
- Define eligible exchanges, instruments, and strategic buckets that reflect your house view.
- Encode firm-specific rules like minimum trade sizing or portfolio rounding policies.
- Atlas recalls these constraints at every stage of its reasoning workflow.
Client-Specific Recommendations
- Accepts anything from a simple balance-and-risk prompt to a full financial fact find.
- Stays within the facts provided—highlighting missing information instead of fabricating data.
- Adapts the depth of advice to match the richness of the client profile you supply.
Reasoned Portfolio Construction
- Balances goals, constraints, and liquidity across the instruments you approve.
- Traverses asset allocation, product selection, and rebalancing stages with documented logic.
- Outputs diversified portfolios ready for execution or further human review.
Decisions & Assumptions Log
- Explains why every asset was chosen and which alternatives were dismissed.
- Surfaces open assumptions and data gaps for advisor follow-up.
- Creates an auditable trail suitable for regulatory review and internal oversight.
How Atlas Works Agentic orchestration tuned for financial advice
1. Configure the environment
Establish your instrument universe, asset buckets, and firm rules—from rounding policies to domestic ETF preferences—so Atlas reasons within your operating model.
2. Provide client inputs
Pass through as much context as you capture: balance, risk appetite, dependants, income, existing holdings, or other fact-find data.
3. Multi-stage reasoning
Atlas runs hundreds of internal thinking steps across stages such as circumstances, strategy, allocation, and risk, typically completing in 3–10 minutes.
4. Draft Statement of Advice
Receive a complete narrative covering client situation, rationale, and portfolio construction ready for advisor review or downstream delivery.
5. Transparent logs
Decisions and assumptions are documented for every recommendation, creating an auditable trail for compliance and regulatory discussions.
Everything You Need Precision through transparency
Comprehensive assumption tracking
Every portfolio recommendation ships with the context, caveats, and outstanding questions Atlas identified along the way.
Market-agnostic reasoning
Operates across global exchanges and asset classes without external data dependencies, guided entirely by your approved coverage.
Regulatory alignment support
Combine Atlas with Telescope Guardrails to demonstrate explainability, multilingual delivery, and human-in-the-loop controls to stakeholders.
Flexible Integration
Choose flexible integration options that suit your development resources:
White Label
Quick-launch iframe solution with customizable UI elements to match your brand experience and accelerate deployment
Native API
Full API integration with streaming capabilities for custom implementation and deeper platform control
For Advisors
Scale human oversight with agentic tooling
Accelerate draft SOAs
Generate complete, review-ready statements in minutes so you can focus on tailoring the final recommendation.
Surface follow-up actions
Assumption logs highlight missing client data and give teams a clear checklist for human engagement.
Maintain fiduciary control
Atlas documents every decision, enabling advisors to approve, adjust, or re-run portfolios with confidence.
For Broker Platforms
Co-develop the future of regulated AI advice
Differentiated experiences
Offer sophisticated, multilingual advisory workflows that match premium human services.
Regulatory exploration
Collaborate on pathways that keep licensed professionals in control while unlocking AI efficiency.
Flexible deployment
Choose white-label interfaces or native API integrations that align with your roadmap.
Roadmap Partnering towards production deployments
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Current focus
Working with licensed financial services firms to validate workflows, gather regulator feedback, and refine guardrails for jurisdiction-specific requirements.
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Looking ahead
Co-designing launch plans that combine Atlas' agentic advice engine with human oversight, multilingual delivery, and transparent audit layers.
Explore how Atlas could support your licensed advisory teams.
Request a demo →