Atomic Insights
Atomic Insights provides a centralized payments platform for financial and investment firms, connecting directly to real-time custodian APIs to streamline money movement and client payments. The platform integrates with CRM and portfolio management systems to eliminate double data entry, while its onboarding workflow imports custodian account data alongside client relationships for faster setup.
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Financial and investment firms often manage client payments across fragmented systems, requiring manual data entry and reconciliation. This creates operational inefficiencies, increases error risk, and slows down client-facing processes, ultimately degrading service quality and consuming valuable staff time.
Solution
Atomic Insights delivers a centralized payments tool that consolidates money movement, cashflow reporting, and client data management into a single platform. By connecting directly to real-time custodian APIs, the platform enables efficient fund transfers and provides a unified view of client payments. It also integrates directly with CRM and portfolio management systems, eliminating redundant data entry and ensuring records stay synchronized. The onboarding workflow accelerates client setup by importing custodian account data alongside CRM relationship data, reducing manual setup effort.
Target Audience
Atomic Insights serves financial and investment firms, including wealth managers, asset managers, and family offices, that need to streamline client payments and operational workflows.
Features
- Real-time custodian API integrations for efficient, centralized money movement
- Cashflow reporting tools that combine data stored across multiple sources for client-facing insights
- Direct CRM and portfolio management integrations to eliminate double data entry
- Streamlined onboarding that imports real-time custodian account data alongside CRM client relationships