A complete audit trail and client-ready reporting across custodian, CRM, and portfolio systems.
The problem
It rarely gets a firm in the door. But it decides whether a client stays.
Every transaction cross-checked against a reference code, one account at a time. Every person with their own method. No shared trail. When a client asks where the money went, the answer takes hours to assemble. It is the quiet work that drives retention and referral, because it answers the question every client eventually asks.
Record across custodian, CRM, and PMS
CRM and portfolio data sync
Transaction-level audit trail, automatic
To pull a client-ready report
How it works
Every transaction matched to one ending balance.
Transaction-level audit trail, built without manual effort.
Data flows both ways with CRM and portfolio systems.
Client-ready reporting pulls in seconds.
Product walkthrough · Coming soon
The Atomic benefit
Show us how your firm reconciles today. We’ll show you the difference.