Atomic Insights
HQ Address
San Diego, CA, United States
Website Address
Business introduction
A modern client payments platform for RIAs
Making money movement easy and compliant for wealth managers, client service, and operations teams
Built by wealth advisors for wealth advisors
We are building a modern client payments platform for RIAs and Family Offices. Atomic Insights is designed by experienced wealth managers and operations leaders to make money movement easy and predictable by leveraging real-time custodian APIs and bi-directional integrations with CRM and portfolio management tools.
Atomic Insights Solutions
Atomic Insights
Leverage the unified power of: Payments With real-time custodian APIs, efficiently move money and centralize client payments from one platform. Cashflow reporting Provide clients insightful reporting on their money movements, combining data stored across multiple sources. Integrations Eliminate double data entry using direct connections to your CRM and portfolio management tools. Onboarding Quickly import real-time custodian API account......
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Market & Business Infrastructure
