What is Atlas?
Last updated: July 28, 2026
Atlas is your AI assistant to complete tasks that would otherwise take forever to complete. This of it as your personal intelligent chatbot, tailored to the financial advisory industry.
What Atlas Does
Ask it questions about your clients in plain English and it searches across your uploaded client documents to find the answer - in seconds. Ask Atlas to draft an email summary, list actions from the meeting, extract specific information from documents or meetings.
Example Questions to Try
Tax planning "Show me everyone with ISA allowance still available this tax year"
Risk alerts "Flag clients whose current trajectory won't meet their retirement income goals"
Review gaps "Which clients haven't had a review in over 12 months?"
Planning gaps "Who has investment portfolios but no protection cover?"
Scenario modelling "Model what happens to Ben Williams' plan if one of them needs long-term care"
Your Data Stays Secure
Atlas only uses data you have uploaded to your AdvisoryAI account. Your client information never leaves your secure environment.