Differentiate your RIA with alts.
Attract more advisors.
Scale your practice.

Atlas is a streamlined alternative investment suite,
backed by a regulated custodian.

Engage Prospects with Alternative Investments.

Invest in unique opportunities for your clients that align with their goals.

Local Real Estate Deals

Explore investment opportunities in residential and commercial properties within your community.

Private Credit & Equity

Private lending and equity investments in growing and established companies.

Digital Assets

Dive into the future of finance with investments in cryptocurrencies, blockchain technologies, and digital tokens.

Land & Energy

Invest in the tangible assets of land and renewable energy projects for long-term growth and sustainability.

Startups

Capture high potential returns for your clients by funding innovative startup deals.

Stand out with the only
Customizable Alts Platform on the market.

We'll meet the unique requirements of your investments and internal processes.

Compliance and regulatory reporting

Admin Compliance Workflows

Performance Reporting Tools

Comprehensive Tax Reporting

Client Communication and Document Management

Integration with all of your performance, billing and CRM tools

Explore Deals with
Atlas Marketplace

Finding the right deals can pose one of the biggest challenges for advisors who want to access alternatives. Atlas sources and pre-vets deals for you, so you can select the right opportunities for your portfolios.

Integrations

Atlas seamlessly integrates with leading the eSignature, TAMP, and CMS tools you use daily to keep your investment and client data consolidated in one place.

Send asset data from
Atlas to your TAMP

Smooth Onboarding
for Clients

Send Funds
to One Place

Dynamic Performance
Reporting

Integrated Partners

Explore our network of partners already trusted by leading RIAs and Firms.

Explore true Custom RIA Investing with Atlas

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