Atlas Reporting

Reports That Grow Confidence

Reporting is crucial to client communication. Step up portfolio management with reports clients love.

Client Testimonials

Advisors Trust Bridge

“Bridge’s performance reporting functionality has become more prevalent now than ever before. If the market fluctuates, we can use Bridge data to look at the big picture, making client conversations much easier.”

Tim Carpenter, Wealth Management Analyst

Benefits

Modern, Clear, and Concise

Send reports that showcase your firm’s value. The Atlas reporting engine turns raw client and account data into eye-catching, on-demand reports that foster high-impact client conversations.

Swipe, Click, Send

Web portal, email, PDF, or printing for in person review. No matter the format, it’s easy to share consistent, clear, concise reporting with Atlas.

Scaling Potential: Unlimited

Monthly & quarterly reporting done in 0 minutes. On demand report prep for three reports or three thousand. Our automation makes scaling simple.

Put Your Firm First

Customize branding, colors, and settings to match your own. Your clients never even need to know your firm uses Bridge.

Choose What Works

Customize report packages, benchmarks, asset classes, and more. Atlas makes it easy to tell your firms’ unique story.

Next Steps

Learn more about Atlas for Advisors by scheduling a demo today

Discover powerful back-office advisor technology with seamless custodial data flow.