Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Developed by experts in the investment sector, Atom aims to offer unmatched access to institutional investing tools and resources. Historically, larger institutional investment firms have enjoyed advantages over individual investors, but Atom seeks to bridge this gap by equipping individual investors and independent investment teams with access to high-quality, institutional-level company data. The financial technology space has often lagged in innovation compared to other industries, but Atom is committed to utilizing contemporary technological standards and rethinking the outdated user interfaces that legacy systems have relied upon. Our platform not only provides institutional-quality content but also enhances usability and promotes workflow efficiencies. Acknowledging that investing is not a one-size-fits-all endeavor, we tailor and personalize the research experience to fit your unique requirements. Ultimately, we believe that financial software should serve investors effectively, rather than forcing them to adapt to its limitations. With Atom, investors can confidently navigate the complexities of the financial world with the tools they deserve.
Description
Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.
API Access
Has API
API Access
Has API
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
Claude for Financial Services
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Nitrogen
Pontera
RightCapital
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
Claude for Financial Services
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Nitrogen
Pontera
RightCapital
Pricing Details
$6.99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Atom Finance
Founded
2019
Website
atom.finance/
Vendor Details
Company Name
Morningstar
Founded
1984
Country
United States
Website
www.morningstar.com
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection