While Atlax-X is, at it’s core, a portfolio management and reporting software, it aims to be the single software solution you need to run all your day-to-day operations. From client onboarding, to billing, to document sharing, to risk analysis and analytics, Atlas-X puts all the powerful, easy-to-use tools you need in your hands.

Imagine a software which can take a client through the entire onboarding process without a single physical document being signed. Atlas-X makes the client’s onboarding process–from proposal generation, to contract signing, to securely uploading important financial documents–incredibly quick and easy. Further, the system is now ready to help you manage the lifestyle of that client with trading, billing, reporting, etc.

Atlas-X combines the beautiful, powerful technology advisors need with the simplicity and ease advisors want.

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