Advisor Modeling and Rebalancing

Advisors are always on the lookout for technology that will help them save time and scale their businesses. Atom Align®, our cloud-based trade management application, simplifies modeling and rebalancing while seamlessly integrating with many of the top custodians, accounting systems, and back-office solution providers. The user-friendly features ensure advisors can easily manage the software, which features extensive data integration. And with no installation required, ATOM ALIGN delivers a turnkey solution that’s fast, affordable, and provides full control.

Trade Management for Investment Managers

A split-second can make all the difference in today’s financial world. That’s why investment managers need a streamlined trading process that eliminates barriers to fast trade executions. ATOM ALIGN allows investment managers to control multiple investment strategies within a single account, or trade a single security across all accounts with ease. ATOM ALIGN FIX order messages enable managers to trade electronically across multiple custodians in real time, while comprehensive compliance rules can be applied to mitigate risks and prevent trade errors.

Complete Customization for Wealth Managers / Family Offices

ATOM ALIGN delivers unmatched flexibility for tax-efficient household rebalancing. Its advanced modeling helps users manage a household with multiple strategies across many different asset types on one customizable, intuitive screen. Asset allocations can include partnerships, hedge funds, illiquid assets, and managed accounts.

Enterprise solutions for Broker Dealers

ATOM ALIGN provides a scalable, web-based experience that’s ready for enterprise use immediately, with global settings that allow management of account accessibility, trading compliance, and user permissions for 2 to 200 users. ATOM ALIGN also enables users to customize the application’s branding by adding their logo and background images to match existing web platforms.

Learn how you can streamline your business with ATOM Align