Atomic brings payments, capital calls, bill pay, cash management and reporting into one connected platform, with verification, approvals and security built into every workflow.
Spend less time managing transactions and more time serving your clients.
Built for RIAs and family offices, Atomic connects the custodians and systems your firm already uses, bringing payment execution, financial operations and reporting into one secure workspace.
Execute wires, ACH, journals and checks through connected custodians, with security and approvals built into every request.
Manage wires, ACH, journals and checks without moving between custodial portals.
Check cash availability and standing letters of authorization (SLOAs) against live custodian data.
Configurable maker-checker workflows ensure the right people review and authorize every payment.
Track payment activity, approvals and status with a complete, timestamped audit trail.
Manage capital call funding across investors, accounts and entities without recreating payment instructions for every client.
Bring fund notices and payment details into a structured workflow through supported private-market integrations.
Apply cash availability checks, SLOA validation, and wire instructions before execution.
Execute bulk capital call payments across investors, accounts and entities.
Track funded and outstanding commitments in one place, without maintaining separate spreadsheets.
Bulk processing allows operations teams to coordinate high-volume funding through a consolidated workflow, reducing repetitive work and helping firms meet funding deadlines.
Manage vendor payments, tuition, taxes and recurring bills across accounts and entities, with verification and approvals built into every payment.
Bring vendor payments, tuition, taxes and recurring bills into a centralized payment queue.
Capture invoices, supporting documents and payment instructions within the same workflow.
Apply approval requirements, funding rules and verification before payments are released.
Track payment activity with a record of instructions, approvals and execution.
Manage cash positions, upcoming obligations and funding decisions across custodians, accounts and entities from one connected workspace.
Consolidate cash positions across custodians, banks and entities.
Forecast cash requirements against capital calls, recurring bills and distributions.
Manage transfers and sweeps across accounts, with visibility into funding needs and available balances.
Use low-balance alerts and funding triggers to help maintain sufficient liquidity.
Track, reconcile and report on money movement across accounts, entities and custodians, with a complete record of every payment.
See payment activity across accounts and custodians in a centralized record.
Match transactions against custodian and bank records to support accurate reporting.
Access cash-flow information and transaction histories without rebuilding them manually.
Deliver financial data to connected CRM, portfolio reporting and other downstream systems.
Protect client assets with live verification, controlled approvals and complete accountability throughout the money movement process.
Validate standing letters of authorization before payments are executed.
Check payment amounts against live custodian data before submission.
Use configurable maker-checker workflows and role-based permissions to separate responsibilities.
Record payment actions, approvals and verification activity with immutable timestamps.
Connect your systems, manage money movement and give your team the tools to work faster, more securely and with greater confidence.