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features
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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to other industries, but Atom is committed to utilizing contemporary technological standards and rethinking the outdated user interfaces that legacy systems have relied upon.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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlternativeSoft No 
Broadridge 15(c) Board Reporting No 
Claude for Financial Services No 
FA Solutions No 
Fintech Sandbox No 
Magnifi No 
Molecule No 
MoneyGuide No 
Nitrogen No 
Pontera No 
RightCapital No 
SmartOffice No 
Wealth-Lab No 
bitsCrunch No 
cXchange No 

Integrations

AlternativeSoft Yes 
Broadridge 15(c) Board Reporting Yes 
Claude for Financial Services Yes 
FA Solutions Yes 
Fintech Sandbox Yes 
Magnifi Yes 
Molecule Yes 
MoneyGuide Yes 
Nitrogen Yes 
Pontera Yes 
RightCapital Yes 
SmartOffice Yes 
Wealth-Lab Yes 
bitsCrunch Yes 
cXchange Yes 

Pricing Details

$6.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

Alternatives

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