Understand. Assess. Explain.
Fact-find, objectives, risk tolerance and capacity for loss. Provider comparisons, suitability and customer acknowledgment, with specialist checks for pensions, mortgages and tax.
THE CONNECTION BETWEEN NEED AND SOLUTION
More possibilities.
One clear path.
Bring advice, product access and ongoing service together—for individuals, families and businesses. Keep every recommendation, instruction and decision accountable.
Retail & business · Advised & non-advised · Connected or standaloneTHE INTERMEDIARY DESK
ILLUSTRATIVE JOURNEYAdvice with a clear rationale.
Human review. Recorded evidence.
A BROADER VIEW OF THE RELATIONSHIP
Life’s decisions.
Business ambitions.
Configure the product families your firm is permitted to distribute. The customer, product and service route each shape the assessment.
MANY MODELS. CLEAR BOUNDARIES.
Advice is a service.
Authority is a responsibility.
Access with informed choice.
Demands-and-needs, appropriateness or a legally supported exemption, clear costs and warnings. Non-advised journeys retain their own protections.
Keep the decision traceable.
Principal and representative oversight, provider panels, delegated authority, conflicts and remuneration. First-line responsibility, second-line challenge and independent Internal Audit.
YOUR CUSTOMER. THEIR CONNECTION.
A personal interface.
Wherever they are.
An installable mobile web portal for enquiries, fact-find instructions, case updates, reviews and complaints. Business representatives receive access only through an approved mandate.
Separate verified sign-in. Scoped customer records. Staff-approved updates. Sensitive documents and identity integrations require your validated provider connection.
Open customer portal ↗Mobile web app · Add to Home Screen in a supporting browser. No private customer content is cached offline.
MY ATLAS / DEMONSTRATION
Your plans.
In perspective.
Mortgage enquiryAwaiting adviser assessment
Protection reviewInformation requested
Retirement planningNext review scheduled
Clear updates. Human support.
LOCAL REQUIREMENTS. SHARED GOVERNANCE.
Built around your operating perimeter.
Isle of ManJerseyGuernseyUKEUUAECayman IslandsBahamas
Each entity, product family, customer category and advice route has its own permission scope and evidence gates. EU Member States and UAE mainland, DIFC and ADGM require distinct assessments.
Products remain closed until current independent approvals and required control evidence are recorded. Local legal validation and operating effectiveness are essential; coverage of a jurisdiction is not a compliance certificate.
Govern the business
Board, senior management, HR, finance, legal, procurement, marketing and change, connected to delegated authority.
Protect the relationship
Customer outcomes, KYC/KYB, financial crime, privacy, complaints, client-money permissions and ongoing review.
Connect your Atlas
Approved control-record exchange with other Atlas apps. Keep the platform independent, or enable connections with consent and service trust.
THE NEXT STEP