Platform
Planning, governance, and execution on one connected system.
Atlas is built as one connected system, not a point solution. The same household context can drive planning, document workflows, monitoring, principal-safe reporting, and customer-managed deployment.
Household Command Center
The command center is where Atlas stops being a collection of features and starts behaving like one system. Planning work, document review, alerts, board drafts, and AI assistance stay connected to the same household record and approval flow.
Property oversight exception is ready for routing.
Scenario assumptions refreshed from current household data.
Principal-safe narrative updated from approved records.
Every queue item remains connected to the same household, source records, and approval history.
Six Platform Capabilities, One Record
Atlas capabilities share context instead of forcing teams to re-enter the same household truth in different systems.
Financial Plans & Scenarios
Generate and manage household planning workflows, scenario comparisons, and Monte Carlo analysis without leaving the Atlas workflow.
Wealth Score
Track cross-domain household health and connect the score directly to plan work, alerts, and advisor follow-up.
Household AI & Command Center
Query the current household state, triage changes, and route work using Atlas-native AI workspaces.
Document Workflows
Review uploaded documents, extraction results, signatures, and approvals in the same household record.
Alert Rules & Monitoring
Flag material changes across households, portfolios, and oversight queues with reviewable alert workflows.
Governance & Board Packages
Capture governance memory, build board packages, and publish principal-safe reporting with approval-first controls.
Atlas Workspaces
One product, role-based workspaces
Atlas keeps permissions, approvals, and audience boundaries intact while preserving one connected record underneath.
Admin Control Plane
User management, auditability, alert oversight, and book-level visibility.
Advisor Workspace
Command center workflows, planning, documents, and household execution.
Client Portal
Shared plans, documents, wealth score, and advisor-routed service workflows.
Principal-Safe Boardroom
Approved narratives, board packages, governance history, and family-office visibility.
Data Intake Without Product Fragmentation
Atlas can operate with your existing systems, imported records, and customer-managed deployment boundaries.
Tamarac
Portfolio and account context
RightCapital
Planning and household data sync
Wealthbox
CRM and client record intake
Bulk CSV Import
Structured imports for customer-managed workflows
See Atlas in context
Ready to unify planning, oversight, and client delivery?
Start with a shared inquiry flow for demos, deployment reviews, or direct contact with the Atlas team.