Shape Atlas Wealth around your firm, customers, services and providers. Start with discovery, then agree a costed delivery plan and the evidence required for each release.
Choose a deployment path to explore its scope. The proposal follows a costed discovery process, with capabilities, capacity and service commitments agreed in writing.
Evaluate a bounded wealth-management workflow before committing to a wider programme.
Price discovery, configuration, integration, testing and pilot support against an agreed statement of work. Any extension or production release needs a separate scope and quotation.
Discuss this deployment Opens your email app. No charge or service activation.Price the implementation and ongoing operation together. Agree the boundaries between platform delivery, your firm and each external provider.
Define modules, entities, users, environments, portfolio/customer volumes and included maintenance. Separate discovery, implementation and migration from recurring fees. Price custom reports, integrations and agent designs against approved requirements.
Itemise hosting, identity checks, screening data, messaging, market/pricing data, custody and portfolio connections, insurer/lender services and model/API usage. State what is included, separately charged or contracted directly. Include legal work, independent testing and applicable taxes.
Agree metering, usage allowances, overage rates, spend alerts, support hours and response targets. Document acceptance, payment milestones, recurring-fee commencement, any minimum term, price reviews, service responsibilities and exit arrangements.
Timing depends on procurement, data quality, provider readiness and approvals. Each stage has a named owner and reviewable acceptance evidence.
Confirm entities, licences, jurisdictions, customer segments, products and distribution channels. Set the scope for advised, discretionary and permitted non-advised services, including accounts, savings, investments, insurance, credit and mortgages.
Configure the organisation, employee roles, customer boundaries, committees, reserved matters and delegated authority. Define first-line ownership, second-line challenge and independent internal audit, with joiner, mover, leaver and access-review processes.
Define individual, company and trust onboarding, identity and authority checks, beneficial ownership, screening, source of wealth/funds and tax self-certification. Set risk-based periodic and event-driven reviews, exception handling, accessible alternatives and restricted escalation.
Map manufacturer and distributor responsibilities, target markets, fair value, suitability and relevant non-advised assessments. Complete custodian, insurer, lender and other provider KYB and due diligence, contracts, client-asset arrangements, resilience and exit plans.
Inventory CRM, custody, portfolio, banking, insurer, lender and reporting systems. Map identifiers, ownership, currencies, valuation dates, assets, liabilities, fees and tax information. Preserve source lineage, resolve uncertain matches, cleanse exceptions and rehearse migration and rollback.
Agree authentication, fraud controls, least-privilege access, processing purposes, retention, data locations and recovery. Give each proposed agent a named owner, task, data and tool limits, human approvals, evaluation criteria, monitoring and a stop control.
Complete acceptance, security, accessibility, resilience and customer-outcome testing. Exercise advice and non-advised restrictions, suitability, affordability, claims, complaints, provider failures, reconciliations, reporting and recovery. Resolve findings through authorised risk decisions.
Use a staged cutover with monitored reconciliation and a rollback decision. Confirm support, incident and customer communication routes. Review products, providers, ongoing service, fees, controls and agent performance, and approve future changes through the governance framework.
Jurisdiction scope. Isle of Man, Jersey, Guernsey, UK, EU, UAE, Cayman Islands and Bahamas. Select actual EU Member States and the applicable UAE mainland, DIFC or ADGM regime; confirm requirements by legal entity, activity, customer and distribution channel.
Bring new clients, products, providers and capabilities into the same operating and assurance framework.
Review access and mandates, keep KYC and tax information current, assess changes in circumstances and suitability, and support vulnerable customers and complaints.
Review target markets, value, service delivery, claims and provider resilience. Complete local permission and due-diligence assessments before extending the proposition.
Version mappings, monitor source changes, reconcile values and records, investigate exceptions and revalidate downstream reports before release.
Approve changes to models, instructions, tools and permissions. Repeat relevant testing, monitor drift and retain a tested stop, rollback and retirement process.
For an initial discussion, share the firm type, jurisdictions, products, service routes, approximate volumes, source-system names and proposed AI tasks. Keep customer records, identity documents and credentials out of the enquiry.
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