Atlas
Portfolio insights through to unwavering AI-powered financial advice.
Product Overview Portfolio Insights for Every Investor
Atlas analyzes portfolios of any size—stocks, ETFs, bonds, and more—to reveal performance, risk, and opportunities. Operate in a simple “info-only” mode, or upgrade to personalized advice with built-in compliance controls.
From high-level dashboards to in-depth recommendations, Atlas adapts to your regulatory environment, ensuring transparent data and human oversight at all times.
Key Features All-in-One Portfolio Analysis
Unlock deeper visibility with tools that clarify holdings, risks, and overall performance—no matter your client’s investment style.
Complete Breakdown
• Instantly see allocations, fees, and performance
• Spot sector and geographic concentrations
• Ideal for quick, data-driven checkups
Scoring & Analytics
• Simplify complex metrics into a single score
• Scenario tests to gauge alignment with risk profiles
• Transparent weighting for performance, costs, and more
Non-Advice Insights
• Provide objective, data-only overviews
• Perfect for self-directed clients seeking clarity
• General commentary without advising trades
Personalized Advice
• Switch to “advisory mode” for custom portfolios
• Tailored to individual goals and regulations
• Compliant suggestions with built-in disclaimers
AI Safety & Compliance
• Guardrails to keep recommendations in check
• Documented rationale and disclaimers
• Full audit trail for regulatory needs
Automated Reporting
• Generate ready-to-use compliance reports
• Track changes and reasons for each suggestion
• Easy to review and prove due diligence
Non-Advice vs. Advice Flexible Service Options
Whether you want to offer informational dashboards or fully regulated recommendations, Atlas adapts to your compliance requirements.
Non-Advice (“Insights”)
- Charts, risk scores, and portfolio alerts
- Overviews without explicit buy/sell guidance
- Ideal for self-directed or info-focused users
Financial Advice (“Advisory”)
- Customized to personal risk profiles & goals
- Actionable portfolio changes & rebalancing ideas
- Meets regulatory standards with built-in compliance checks
Benefits for Investors
Give end users clarity and confidence in their portfolios—without overwhelming them.
Clearer Oversight
• Intuitive dashboards
• Easy-to-read risk & performance metrics
• Comprehensive view in one place
Choice of Guidance
• Stay in “info-only” mode or get personalized advice
• Aligns with unique goals & preferences
• Fully flexible based on their comfort level
Less Complexity
• Consolidates multiple accounts & assets
• Simplifies strategies with AI-driven insights
• Empowers smarter, faster decisions
Benefits for Brokers
From efficient onboarding to streamlined compliance, Atlas elevates your advisory impact.
Quicker Analysis
• Instantly load a client's portfolio
• Surface key risks & opportunities
• Reduce manual data crunching
Enhanced Advisory
• AI-driven suggestions & scenario tests
• Free up time for high-value conversations
• Personalized advice at scale
Differentiated Experience
• Branded dashboards & reports
• Clear visuals that build trust
• Stand out from competing services
Compliance & Oversight
• Built-in guardrails & disclaimers
• Documented rationale for every step
• Simple recordkeeping & auditing
Flexible Offerings
• Switch seamlessly between “insights” & “advice”
• Customize metrics and scoring
• Adapt to different client segments
Human Control
• Advisors always have final approval
• Override AI suggestions as needed
• Maintain trust through transparency
AI Safety & Guardrails Confidence in Every Recommendation
Atlas ensures every insight or suggestion aligns with regulatory standards and ethical boundaries—so you can innovate without worry.
Regulatory Compliance
• Automatic checks & disclaimers per locale
• Clear distinction between info-only & advice
• Easy audits & robust recordkeeping
Transparent Data
• Each insight is rooted in verifiable data
• Simple explanations for clients & compliance
• No opaque “black box” outputs
User Permissions & Control
• Advisors can override or refine AI suggestions
• Restrict features or advice levels by user type
• Prevent unsupervised trades
Automatic Reporting
• Store every portfolio change & rationale
• Generate compliance reports instantly
• Confidence for you and your stakeholders
Ready to simplify portfolio insights and compliance?
Request a demo →