THE ATLAS

YOUR PERSONAL FINANCIAL WEBSITE

Your Financial Life, All In One Place

Our unique approach to planning combines your vision, goals and values with our sophisticated technology that illustrates your results to show you how every decision you make impacts your financial journey.

 

We help you effortlessly access and manage all of your information in one place so you can stay organized and have insight into your goals and decisions, in real time.

TAKE CONTROL OF YOUR FINANCIAL LIFE

With The Atlas, you are able to access your financial life all in one place so you can stay organized and clutter free.  You're also able to instantly visualize the impact of your decisions or your financial plan using the interactive decision center. This process, will help you feel confident in your decision-making.

ORGANIZE

Connect all your accounts for a consolidated view of your entire financial picture.

SCREEN SHARING

Join a screen-sharing session quickly and easily for interactive planning anytime, anywhere!

SET & TRACK SPENDING

Know how much you’re spending, and where it all goes.

THE VAULT

Safely store your most important financial documents, accessible 24/7.

INVESTMENTS

Interactive charts and detailed views help monitor your accounts.

GOAL PLANNER

Track your progress as you pursue your most important goals.  

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