
The Benefits of your
Client Dashboard
With its intuitive layout, your financial dashboard can present just the information you need in a format that is accurate and easy to understand.

The Benefits of your
Client Dashboard
With its intuitive layout, your financial dashboard can present just the information you need in a format that is accurate and easy to understand.
Manage Your Entire Atomic Plan from One Place
Your financial dashboard is available 24/7 allowing you unmitigated access to:
- Track your spending
- Detailed portfolio information
- Your financial goals and the probability of reaching them
- Securely send and receive sensitive documents that shouldn’t be sent by email

Manage Your Entire Atomic Plan from One Place

Your financial dashboard is available 24/7 allowing you unmitigated access to:
- Track your spending
- Detailed portfolio information
- Your financial goals and the probability of reaching them
- Securely send and receive sensitive documents that shouldn’t be sent by email
Simplify team communication.
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Drag and drop Project management
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