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Welcome To The Atlas

Your personal financial world, beautifully organized.

A secure, private space where your accounts, goals, documents, and financial life come together — clearly and beautifully.

It only takes a few moments to get set up.

Inside The Atlas Experience

 

Your personal financial dashboard brings clarity to every part of your wealth.


All the details that matter most - your accounts, goals, liabilities, spending, and net worth come together here in one private, organized space.

Everything is organized, secure, and beautifully displayed so it is easy to understand at a glance.

This is where your financial life becomes visual and meaningful.
You can track progress, see trends, monitor changes, and stay fully connected to the plan you are building.


It is a simple way to stay informed and confident as your financial future takes shape.

 

Get Started With Your Private Wealth Dashboard

It’s Simple to Get Started, in 3 Easy Steps

1

Click the link that was sent to your email, then follow the step-by-step process.

2

Answer a few questions that will help personalize your portal.

3

Connect accounts to gain a holistic view of your finances.

See Your Full Financial Picture in Your Secure Wealth Dashboard

View all your finances in one place, add and explore your goals, upload important documents to the vault, communicate with your advisor and much more.

 

The Atlas in the Palm of Your Hand

Accessing your personal financial dashboard on your mobile device is simple.

Follow These Three Simple Steps

1

After you register for your dashboard, you will receive a confirmation email. Access that email on your phone.

2

Before you log in on your phone, add or save the link to your home screen.

3

Log in with your username and password, which will prompt you to register your device and create a pin.

The Vault

Your essential documents should always be easy to find. The Vault gives you a secure place to store, organize, and privately share everything from tax returns and wills to passports and important records.

Safe & Secure

Your information stays protected through encryption, firewalls, device authorization, and continuous monitoring.

Organized & Centralized

All your important documents live in one place, so you and your family always know where to find what you need.

Access Anywhere

Review, upload, and retrieve files from any device, wherever you are.

Smart Sharing

Add documents to the Shared Documents folder when you want your advisor to view them. Keep personal files in My Documents so only you can access them.

Investment Accounts & Insights

Keeping track of all your investment accounts can be a challenge when they are held at multiple financial institutions. Inside your dashboard you can get a complete view or all your accounts in one place.

Account Value History

 

Each month, your investment account balances are recorded so you can easily track if their value has increased or decreased over specific periods of time.

Asset Allocation

 

Easily view the asset types and holdings that make up your investment accounts so you always know how your assets are allocated.

Current Values

 

Account holdings update with the market throughout the day so you always know the current value of your investments.

Market Insight

 

Easily access trusted market news and investment research from Morningstar so you can skip the online searches when you’re interested in learning more about the markets.

Goals

Whether you’re picturing life in retirement, saving for a child’s education or a dream vacation, the best time to plan for your future goals is today. Use the goals experience in your dashboard to easily enter, change and track all your financial goals.

Personalize Your Goals

 

Add photos and timeframes to your goals to visualize the impact they have on your long-term financial outlook.

Estimated Projected Funding

 

Enter the details of your goals within your dashboard and gain insight into how you’re tracking toward funding them — and the possible steps you can take to improve funding results.

Dedicate Funds

 

If you already have savings accounts or funds set aside for a specific goal, you can easily designate them as sources of funding to stay organized and on track.

Stay the Course

 

With the ability to see your financial goals and projected funding results, you’ll always know how you’re tracking toward achieving your financial priorities.

Ready to See Your Financial Life — All in One Place?

The Atlas is designed to make your financial world feel calm, clear, and fully connected. Whether you’re building wealth, planning for retirement, or organizing the details of your financial life, The Atlas brings everything together in one secure, beautifully organized experience.

Next Steps

1. Look for your Atlas invitation email from our team.

2. Complete your quick, guided setup.

3. Start exploring your dashboard — and we’ll be here to walk through it with you.

Copyright © 2020 by Atlantis Wealth. All Rights Reserved.

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​Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Atlantis Wealth are not affiliated. Cambridge does not provide legal or tax advice.
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