01
Accounts
Cash management, multi-currency, joint and entity relationships.
CONTROL FOCUS
Authority, payment fraud, fees and the legal status of balances.
PART OF THE ATLAS FAMILY
Clarity.
Control.
Confidence.
A connected wealth management blueprint. From a customer’s first conversation to the Board’s independent assurance.
Wealth management software · Fictional demonstration
PERSONAL EXPERIENCEINSTITUTIONAL OVERSIGHT
ATLAS WEALTHCONNECTED VIEW
ILLUSTRATIVE NET ASSETS£973,600.00
Assets £1,248,600 − Liabilities £275,000
Fictional valuesNot live valuations or returns
Accounts
Savings
Investments
Insurance
Credit
Mortgages
Customer outcomes, throughout.First line · Second line · Independent audit
ONE RELATIONSHIP. THE WHOLE PICTURE.
Customer-led journeys
Configurable products
Local regulatory context
Accountable decisions
EVERY PERSPECTIVE, CONNECTEDClarity for the customer.
Clarity for the customer.
Confidence for the organisation.
Separate views for each responsibility, with a common evidence model. Explore the customer, three lines of defence and Board.
A CLEARER VIEW OF YOUR WEALTH
Your whole financial picture.
See assets and liabilities together, understand the service you receive, keep your information current and find support without friction.
Explore these perspectives in the private demonstrator.- Personal wealth and commitments dashboard
- Guided onboarding and in-life changes
- Clear advice boundaries, costs and risks
- Documents, accessible support and complaints
YOUR WEALTH PROPOSITIONSix product families.
Six product families.
One coordinated relationship.
Enable the services your firm is authorised to provide and your customers need. Existing servicing and mandatory controls remain when a product is switched off.
02
Savings
Easy access, notice and fixed-term savings for different liquidity needs.
CONTROL FOCUS
Access restrictions, interest, renewal, eligibility and value.
03
Investments
Funds, ETFs, equities, bonds, managed portfolios and alternatives.
CONTROL FOCUS
Suitability, relevant appropriateness, execution, custody and conflicts.
04
Insurance
Life, critical illness, general insurance and investment bonds.
CONTROL FOCUS
Demands and needs, exclusions, distribution, claims and value.
05
Credit
Personal, securities-backed and specialist credit facilities.
CONTROL FOCUS
Creditworthiness, affordability, collateral, limits and forbearance.
06
Mortgages
Property finance, refinancing and specialist lending journeys.
CONTROL FOCUS
Advice-route eligibility, affordability, valuation and servicing.
Product scope describes the platform design, not a financial offer. Availability, protection and tax treatment depend on the provider, customer, product and applicable law.
ADVISED & NON-ADVISEDDifferent journeys.
Different journeys.
Deliberate safeguards.
Route design follows the service, product and local regime. Choosing “non-advised” never switches off every assessment or consumer protection.
A REASONED RECOMMENDATION
Understand the person. Evidence the fit.
Build the relevant assessment from customer objectives, knowledge, experience, financial position, risk tolerance and capacity for loss. Explain the recommendation, costs and alternatives.
01Circumstances & needs
02Applicable suitability
03Human recommendation
04Ongoing review
Affordability and authorised lending decisions remain for credit and mortgages. Insurance needs its applicable demands-and-needs process. Non-advised instructions do not remove every suitability duty.
Know the customer
Individuals, companies and trusts: identity, authority, beneficial ownership, source of wealth / funds, tax and risk.
Know the provider
KYB, licences, ownership, sanctions, financial strength, product quality, contracts, resilience and exit.
Know what changed
Scheduled and event-driven KYC, KYB, suitability, ownership, tax and service reviews throughout the relationship.
GOVERNANCE, RISK & COMPLIANCEGood outcomes.
Good outcomes.
Built into the operating model.
Governance spans manufacturing, marketing, distribution, operations, support and exit. Evidence connects the customer experience to management action.
Product governance
Target and negative target markets, manufacturer / distributor roles, fair value, conflicts, approval, review and withdrawal.
Consumer outcomes
Products and services, price and value, understanding and support, with vulnerability and complaints embedded throughout.
Financial crime
AML/CFT/CPF, sanctions, fraud, source of funds / wealth, monitoring, restricted escalation and designated officer decisions.
Operations & client assets
Orders, best execution, custody, client money, reconciliations, valuations, payments, reporting and operational resilience.
Security, privacy & AI
Fraud-resistant verification, human / AI impersonation controls, least privilege, trusted data, bounded agents and human approvals.
Board & assurance
Reserved matters, committees, delegated authority, company secretariat, senior management oversight and independent internal audit.
A common outcome framework. A local legal assessment. The UK Consumer Duty is mapped where in scope. Other jurisdictions retain their own conduct and customer-protection requirements.
THE SAME JURISDICTION SCOPE AS ATLAS BANKINGLocal detail.
Local detail.
A consistent group view.
Entity, licence, customer location, activity and distribution determine applicability. Select a jurisdiction for the design focus.
LOCAL APPLICABILITY
Isle of Man
Map the licensed activity, client location, Financial Services Rule Book, insurance requirements, AML/CFT, data protection and tax obligations.
Official reference Jurisdiction selection does not grant permission or certify compliance.EU implementation requires a specific Member State; the UAE requires the relevant mainland, DIFC or ADGM regime. Reference baseline: 27 October 2026. Local legal validation and continuing regulatory monitoring remain essential.
TRUSTED DATA & ACCOUNTABLE INTELLIGENCEThe right information.
The right information.
The right authority.
Map source fields, preserve provenance, reconcile assets and liabilities, retain multiple tax residencies and route uncertain matches to a named data owner.
AI assistance is designed around an explicit mandate: scope, permissions, source evidence, reviewer, limits, expiry, audit records and a stop control.
Customer identity, step-up verification and assisted recovery
Server-side role, customer, entity, field and purpose restrictions
Mapping, matching, cleansing and exception quarantine
Human approval for material decisions and system changes
Model validation, fraud monitoring, revocation and resilience
ATLAS WEALTH SETUP & COMMERCIALSBuilt around your firm.
Built around your firm.
Scoped before it is priced.
Atlas Wealth has its own implementation scope and commercial model. Enterprise pricing follows discovery and an agreed operating model.
Define
Confirm entities, permissions, jurisdictions, customers, products, advised routes and provider dependencies.
Configure & connect
Agree data mapping, migration, identity, custody, banking, reporting, user permissions and agent mandates.
Validate & launch
Evidence security, resilience, customer outcomes, controls, training and independent assurance before approval.
Enterprise quotation following discovery
Separate discovery and implementation, recurring platform fees, bespoke development, third-party usage, support and ongoing assurance. No uncosted package prices.
EXPLORE THE DESIGN
Start with the whole picture.
The private workspace uses fictional data and simulated workflows. It is not a live regulated service or a certification of compliance. Production controls, integrations and local approvals still need implementation and assurance.
Risk Atlas and Atlas Banking are linked through navigation. Live data integration is not yet enabled.
Member sign in Separate Wealth email verification · Authorised accounts only