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.
Bring AI reasoning to portfolio construction
Powerful
Atlas executes hundreds of agentic reasoning cycles to produce draft Statements of Advice that reflect client goals, constraints, and the guardrails you define—delivering complete narratives in minutes instead of days.
Unbiased
Stays within the facts provided, highlighting missing information instead of fabricating data. Atlas doesn't drift based on short-term trends or personal bias, ensuring consistent, objective recommendations every time.
Adaptable
Configure the exchanges, asset classes, house views, and firm-specific rules that Atlas should follow—from minimum trade sizing to portfolio rounding policies—so it reasons within your operating model.
Partner with Telescope to explore compliant, AI-assisted financial advice.
Key Capabilities Your new financial advice partner
Built for transparent, high-quality advice. Atlas mirrors the reasoning journey of human advisors while documenting every decision it makes.
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
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
OUR MISSION
Building the Future of Agentic Financial Advice
We're constantly evolving how Atlas approaches financial guidance, keeping our technology ahead of regulatory expectations and industry standards.
By partnering with licensed financial services firms to validate workflows, gather regulator feedback, and refine guardrails for jurisdiction-specific requirements, we ensure our agentic advice capabilities meet modern compliance frameworks while delivering transparent, high-quality recommendations.
Read the letter →
LETS TALK
Explore AI-powered financial advice for your platform
Every firm has unique advice workflows and compliance requirements. Let's discuss yours.
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Case Studies & Resources
Access the platform
Get access to Atlas on our dedicated platform environment, including custom deployments.
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How Telescope delivers value
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Data Ownership & Control
Your data remains yours. DPAs across every frontier provider, optional self-hosting, and real-time logging guarantee transparency.
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Compliance Partnership
We collaborate with your compliance officers, providing production monitoring, detailed reporting, and configurable guardrails.
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Rigorous Model Benchmarking
A dedicated research team continuously evaluates model behavior and performance, running proprietary benchmarks before deployment.
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Quality Assurance
Every integration undergoes extensive testing so orchestration is stable, auditable, and ready for global financial workloads.
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Proven Global Scale
Tier 1 institutions rely on Telescope worldwide. Redundant models, comprehensive logging, and hardened infrastructure keep deployments online.
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Seamless Integration
Custom deployments adapt to your workflows. Documentation, dedicated design support, and rapid prototyping accelerate time-to-value.
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.
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