Atlas

Unwavering financial advice, better than most humans.

Product Overview Empower investment
discovery with AI

Instant Portfolio Construction Within minutes, take personal circumstances to optimized investment strategies.

Human-Grade Intelligence Consistent, unbiased advice, scaling beyond traditional limitations.

Flexible Deployments Global support, multilingual, flexible outputs.

Empower your platform with AI-driven advisory capabilities

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Key Benefits Scalable Advice

Delivering portfolio construction that transcends traditional advisory constraints

Benchmarked Superior Performance

  • Consistently outperforms human advisors across complex portfolio scenarios.
  • Tested and validated by professionals from Goldman Sachs to independent advisory firms.
  • Human quality index demonstrates measurable superiority in portfolio construction.

Adaptive Intelligence at Scale

  • Processes unlimited variables simultaneously—risk tolerance, dependents, career transitions, debt structures.
  • Excels where human cognition reaches practical limits with complex multi-factor analysis.
  • Handles simple risk questionnaires or comprehensive financial situations with equal precision.

Multilingual from Day One

  • Serve investors in 12+ languages with native-level fluency.
  • Localized reasoning that adapts to regional investment preferences and cultural considerations.
  • Consistent advisory quality across all supported languages and markets.

Flexible Advisory Formats

  • Generates complete Statements of Advice for regulatory environments requiring formal documentation.
  • Delivers streamlined trade recommendations for execution-focused platforms.
  • Adapts output complexity to match client sophistication and regulatory requirements.

Built-in Compliance Architecture

  • Powered by Telescope Guardrails for regulatory alignment across global jurisdictions.
  • Every recommendation includes comprehensive audit trails and assumption transparency.
  • Maintains sophisticated advisory capabilities within established compliance frameworks.

How Atlas Works Institutional-Grade Portfolio Construction Process

1. Data Intake

Accept parameters through API, file upload, or UI—anything from a risk-tolerance dropdown to a full financial-planning questionnaire.

2. Agentic Model Orchestration

Atlas federates multiple frontier LLMs, each specializing in asset allocation, instrument selection, risk diagnostics, and compliance.

3. Portfolio Synthesis

The system iterates until it reaches an optimized frontier, balancing return targets, liquidity, tax treatment, and client constraints.

4. Decision & Assumption Log

Decision logs open the LLM's black box on instrument selection, allocation, and strategy, while assumption logs surface client knowledge gaps and standard portfolio practices.

5. Immediately Actionable

Investors can receive instant, actionable trades, or human advisors can preview proposals before release—maintaining ultimate fiduciary control.

Security, Governance & Oversight Enterprise-Grade Protection and Transparency

Powered by Telescope Guardrails, Atlas operates within established compliance frameworks.

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End-to-End Encryption

All data protected in transit and at rest with institutional-grade encryption standards.

Granular Audit Logs

Comprehensive decision tracking available for regulators and internal reviewers.

Configurable Guardrails

Enforce concentration limits, ESG policies, or house-view restrictions through customizable controls.

Privacy-First Architecture

Personal information can be scrubbed from all processing and storage systems.

Everything You Need Precision Through Transparency

Comprehensive Assumption Tracking

Every portfolio recommendation includes detailed assumptions and confidence levels.

Advanced Risk Assessment

Multi-dimensional risk analysis considers correlation effects, concentration risks, and scenario-based stress testing.

Regulatory Adaptation

Built to conform with advisory regulations across global jurisdictions with customizable compliance frameworks.

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

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For Advisors

Scale Your Advisory Capacity

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Exponential Output Scaling

Process complex portfolio construction for hundreds of clients in traditional timeframes.

Enhanced Client Outcomes

Deliver consistently optimized portfolios while focusing on high-value relationships.

Complete Process Transparency

Every recommendation includes comprehensive reasoning and assumption tracking.

For Broker Platforms

Pioneer the Future of Advisory

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Revolutionary Client Experience

Offer sophisticated portfolio construction rivaling premium advisory services.

Regulatory Confidence

Deploy advanced advisory capabilities within established compliance frameworks.

Seamless Platform Integration

Embed institutional-grade advisory intelligence without disrupting existing workflows.

Roadmap

  • Near-Term

    Seeking partnerships with forward-thinking institutions and engaging with regulators who recognize AI's potential to deliver reliable, consistent advice under human oversight.

  • Future Innovation

    Expanding to regulatory environments that embrace AI-enhanced advisory services while delivering greater precision and transparency.

Discover how Atlas can transform your platform.

Request a demo →