Atlas Point: “Better Financial Conversations Start Here.”
ABOUT Atlas Point “Atlas Point is a behavioral science and analytic platform. We believe in personalized financial advice that empowers people to express how they think and feel about their money. We support this approach with outcome-driven tools and cutting-edge insights that guide Financial Professionals as they facilitate meaningful conversations with clients and prospects alike. Our methodology combines the best of behavioral finance theory with actionable frameworks that make complex strategies practical and easy to apply in real life. This is the Atlas Point advantage.“
WHAT ARE THE INTEGRATION POINTS BETWEEN ATLAS POINT AND REDTAIL CRM?
Atlas Point’s integration with Redtail puts your Financial Virtues™ responses at your fingertips inside the Redtail application. After each completed survey response, Atlas Point’s integration assigns tag groups, creates a note, and populates the contact card with the Financial Professional report for each matched contact.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.