Case Studies

Atlas offers a diverse range of alternative investments, including real estate, private equity, digital assets, private credit, and venture capital.

As a regulated trust company and custodian, we adhere to strict compliance protocols, including AML/KYC checks and SEC regulations. We also conduct ongoing monitoring to ensure continued compliance and mitigate risk.

The advisor portals within Atlas allow you to filter and review investment progress, update asset values, review associated fees on the asset, and see related documentation. Investment ledger reports can be exported from the platform and shared internally or with clients.

We offer two onboarding options. The first is a manual onboarding process inside the platform:

1. Assign new client to parent company
2. Build a client profile (add general info)
3. Client will receive their email to log in?

The second is a DocuSign onboarding flow through our integration:

1. Client receives a prefilled onboarding packet
2. Client e-signs terms of service and LPOA
3. We receive confirmation and perform AML/KYC prior to acceptance to Atlas

We employ advanced security measures, including data encryption and secure storage solutions. Our platform undergoes regular security audits and complies with industry standards to ensure the utmost protection of client assets and data.

Atlas’ integration with Morningstar ByAllAccounts enables data on Atlas to be sent to the largest network of RIA tools. This compatibility ensures that you can manage all client and investment data from a single interface, enhancing efficiency and reducing manual data entry and retooling.

Our pricing model is transparent and competitive. We charge a platform fee with no hidden costs. Detailed fee structures are provided during onboarding and will vary depending on the RIA’s requirements.

Our platform allows for extensive customization, allowing an RIA to build out a custom menu of investments for their advisors to choose from. RIAs can create bespoke deal menus tailored specifically to the specialties of the RIA as well as the needs of their clients.

Distributions and returns are managed through our secure portal, allowing you to send investment distributions directly to clients.

Atlas supports a variety of traditional and qualified accounts, including IRAs, 401(k), cash/trust accounts.

We provide a wealth of educational resources, including webinars, whitepapers, and articles, to help clients understand and feel confident about alternative investments. These resources are designed to enhance client knowledge and engagement.

Yes – if you are sponsoring a deal that is not on the Atlas Marketplace, you can get it approved to:

1. Be listed on the RIA-facing marketplace
2. Show your investments exclusively to your own LPs

Our platform includes tools for regular client updates, performance reports, and secure messaging. These features help you maintain strong communication and engagement with your clients, ensuring they are informed and satisfied.

We have numerous success stories and case studies from RIAs who have benefited from our platform. These examples demonstrate how our tools and resources have helped firms grow their AUM, enhance client satisfaction, and achieve their investment goals.

American Estate & Trust (AET) is a financial services company that specializes in providing trust, custodial, and administrative services for financial professionals managing alternative investments. AET operates as the custodian for Atlas.