Take Control of Your Financial Life
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.
YOUR PERSONAL FINANCIAL DASHBOARD
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.
Track Spending
Know how much you're spending, and where it all goes.
Investments
Interactive charts and detailed views help monitor your accounts.
The Vault
Safely store your most important financial documents, accessible 24/7
Screen Sharing
Join a screen-sharing session quickly and easily for interactive planning anytime, anywhere.
Goal Planner
​Track your progress as you pursue your most important goals.