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Insight and advice from our expert team.
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Atomic Highlights
Atomic Updates
Reflections from Our Phoenix Team Offsite
Reflections from Our Phoenix Team Offsite
February 4, 2026
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Lucas Babbitt
January 2026 Product Release Notes
January 2026 Product Release Notes
January 29, 2026
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Matt Valkovic
The Atomic Insights Team is Growing!
The Atomic Insights Team is Growing!
January 22, 2026
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Lucas Babbitt
Atomic Insights Raises $10M to Modernize Payment Workflows and Infrastructure for Wealth Managers
Atomic Insights Raises $10M to Modernize Payment Workflows and Infrastructure for Wealth Managers
January 14, 2026
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Lucas Babbitt
Managing Risk During the EOY Crush
Managing Risk During the EOY Crush
December 11, 2025
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Grace Weisbrod
2025 End of Year Product Update
2025 End of Year Product Update
December 4, 2025
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Matt Valkovic
Bridging the Gap: The Patchwork Problem in RIA and Family Office Bill Pay
Bridging the Gap: The Patchwork Problem in RIA and Family Office Bill Pay
November 19, 2025
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Richard Zazo
Crushing the End-of-Year Crush: How RIA Service and Ops Teams Can Stay Proactive with Atomic
Crushing the End-of-Year Crush: How RIA Service and Ops Teams Can Stay Proactive with Atomic
November 5, 2025
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Grace Weisbrod
The Modern Wealth-Tech Ecosystem
The Modern Wealth-Tech Ecosystem
October 23, 2025
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Lucas Babbitt
The Money Movement Conundrum
The Money Movement Conundrum
October 1, 2025
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Lucas Babbitt
Navigating Alternate Investing’s New Frontier
Navigating Alternate Investing’s New Frontier
September 25, 2025
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Grace Weisbrod
Future Proof 2025: Insights and Takeaways
Future Proof 2025: Insights and Takeaways
September 17, 2025
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Lucas Babbitt
Headed to Future Proof: Shaping the Future of Wealth Management Together
Headed to Future Proof: Shaping the Future of Wealth Management Together
September 2, 2025
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Juliette Eskinazi
From Reactive to Proactive: How Better Data Changes Client Conversations
From Reactive to Proactive: How Better Data Changes Client Conversations
August 25, 2025
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Grace Weisbrod
Atomic Insights: Transforming Onboarding for RIAs and Family Offices
Atomic Insights: Transforming Onboarding for RIAs and Family Offices
August 18, 2025
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Lucas Babbitt
Streamlining ACH Payments for RIAs
Streamlining ACH Payments for RIAs
August 11, 2025
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Lucas Babbitt
Left the RIA World for a Decade. When I Came Back, Not Much Had Changed.
Left the RIA World for a Decade. When I Came Back, Not Much Had Changed.
August 4, 2025
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Richard Zazo
From Manual Wrenches to Automated Workflows: Streamlining the Mechanics of Payment Processing
From Manual Wrenches to Automated Workflows: Streamlining the Mechanics of Payment Processing
July 21, 2025
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Matt Valkovic
Advisor Migration to Independence – Part 2
Advisor Migration to Independence – Part 2
July 14, 2025
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Lucas Babbitt
From Rusty Pipes to Reliable Workflows: How Atomic Bridges the Data Aggregation Gap
From Rusty Pipes to Reliable Workflows: How Atomic Bridges the Data Aggregation Gap
July 7, 2025
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Grace Weisbrod
Atomic Updates: Advisor Migration to Independence
Atomic Updates: Advisor Migration to Independence
June 30, 2025
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Lucas Babbitt
Atomic Product Update: Stop Entering Payment Data Manually
Atomic Product Update: Stop Entering Payment Data Manually
June 24, 2025
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Lucas Babbitt
Atomic Highlights: Turning Your RIA’s Summer Slow Season into its Secret Weapon
Atomic Highlights: Turning Your RIA’s Summer Slow Season into its Secret Weapon
June 16, 2025
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Grace Weisbrod
Atomic Insights Achieves SOC 2 Type II Certification With Zero Exceptions
Atomic Insights Achieves SOC 2 Type II Certification With Zero Exceptions
June 9, 2025
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Lucas Babbitt
Atomic Updates: Driving Scale Through Wealthtech Partnerships and Integrations
Atomic Updates: Driving Scale Through Wealthtech Partnerships and Integrations
June 2, 2025
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Lucas Babbitt
Atomic Highlights: Spring 2025 Product Release
Atomic Highlights: Spring 2025 Product Release
May 27, 2025
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Matt Valkovic
Atomic Updates: How RIAs Are Winning More Mind Share & Wallet Share
Atomic Updates: How RIAs Are Winning More Mind Share & Wallet Share
May 19, 2025
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Lucas Babbitt
Atomic Highlights: How OCR technology transforms wealth management operations
Atomic Highlights: How OCR technology transforms wealth management operations
May 12, 2025
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Juliette Eskinazi
Atomic Updates: Payment Workflow Automation for RIAs and Family Offices - The End of the Manual Data Entry Era
Atomic Updates: Payment Workflow Automation for RIAs and Family Offices - The End of the Manual Data Entry Era
May 5, 2025
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Lucas Babbitt
Atomic Updates: Our mission, vision & values
Atomic Updates: Our mission, vision & values
April 21, 2025
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Lucas Babbitt
Managing Money During Periods of Market Volatility: Some Thoughts for Investment Advisors
Managing Money During Periods of Market Volatility: Some Thoughts for Investment Advisors
April 8, 2025
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Lucas Babbitt
Atomic Updates: A Brief History of Data Sharing in the Financial Services Industry
Atomic Updates: A Brief History of Data Sharing in the Financial Services Industry
March 24, 2025
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Lucas Babbitt
Atomic Highlights: 20+ manual steps to execute a single client payment?
Atomic Highlights: 20+ manual steps to execute a single client payment?
March 21, 2025
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Matt Valkovic
Atomic Updates: Building the Optimal Wealth Tech Stack, Part 4 – Beyond the Essentials
Atomic Updates: Building the Optimal Wealth Tech Stack, Part 4 – Beyond the Essentials
March 17, 2025
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Lucas Babbitt
Atomic Highlights: Generating wire payment instructions for any financial institution
Atomic Highlights: Generating wire payment instructions for any financial institution
March 14, 2025
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Matt Valkovic
Atomic Updates: Building the Optimal Tech Stack, Part 3 – CRM Systems for Financial Advisors
Atomic Updates: Building the Optimal Tech Stack, Part 3 – CRM Systems for Financial Advisors
March 10, 2025
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Lucas Babbitt
Atomic Highlights: The client payment workflow for RIA & Family Office ops teams
Atomic Highlights: The client payment workflow for RIA & Family Office ops teams
March 6, 2025
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Grace Weisbrod
Atomic Updates: Building the Optimal Tech Stack, Part 2 - Portfolio Reporting Tools
Atomic Updates: Building the Optimal Tech Stack, Part 2 - Portfolio Reporting Tools
March 3, 2025
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Lucas Babbitt
Atomic Highlights: Streamlining the payment creation process
Atomic Highlights: Streamlining the payment creation process
February 28, 2025
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Matt Valkovic
Atomic Updates: Building the optimal tech stack for independent RIAs and Family Offices, Part 1
Atomic Updates: Building the optimal tech stack for independent RIAs and Family Offices, Part 1
February 24, 2025
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Lucas Babbitt
Atomic Highlights: why do RIAs and Family Offices handle payments for their clients?
Atomic Highlights: why do RIAs and Family Offices handle payments for their clients?
February 20, 2025
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Matt Valkovic
Atomic Updates: my journey into private wealth management
Atomic Updates: my journey into private wealth management
February 17, 2025
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Lucas Babbitt
RIAs & client payments: eliminate multiple layers of data entry with Atomic Insights
RIAs & client payments: eliminate multiple layers of data entry with Atomic Insights
February 11, 2025
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Lucas Babbitt
Atomic Insights at the Military Veteran Startup 2025 Conference in San Francisco
Atomic Insights at the Military Veteran Startup 2025 Conference in San Francisco
February 2, 2025
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Lucas Babbitt
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