Portfolio Rebalancing in an Instant

Efficient portfolio rebalancing and trading technology for investment professionals.

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Model Rebalancing

Implement complex models across many portfolios with ease.

Order Management

Manage order flow across multiple custodians and asset classes.

Electronic Trading

Trade instantly with FIX executions and real-time market data.

Seamless Integration

Easily connect with portfolio reporting, custodian and execution platforms.

BUILT FOR THE MODERN ADVISOR

Gain insight, manage investment strategies, streamline rebalancing and trade order creation, and execute trades in real time.

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TAX OPTIMIZED STRATEGIES MADE SIMPLE

Optimize the tax effects of your investment strategies with easy-to-use automated location optimized rebalancing. Get real-time insights into your allocation drift and harness that knowledge to scale your investment management process.

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Integrations

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Success Stories

"We save a tremendous amount of time on every trade and with ATOM have the capacity to scale the business.”

Blaine Docker, Main Management

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Patton, Albertson, & Miller

“The ATOM Align system is exciting! With so much functionality, we are able to improve our efficiency with particular emphasis in modeling portfolios to align them to our strategic targets.” - Julio Barahona, Director of Investment Operations

“We can turn a thought into a transaction within a matter of a minute or two, it certainly is a time-saver.”

Gil Baumgarten, Segment Wealth Management

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Learn how you can streamline your business with ATOM Align

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