Flexible models for complex investment strategies
ATOM ALIGN allows you to easily rebalance one or many client accounts or households. Trade a single security or rebalance specific strategies across accounts in seconds — even if your clients have customized allocations.
Tax Location Optimization and Analysis
Implement complex location optimization strategies and scale the rebalancing process you use across hundreds of clients and households.
Drift Analysis at Your Fingertips
ATOM ALIGN automatically recommends trades for accounts that are out of balance based on your customized tolerance ranges for strategies or securities.
Smart Cash Management
Our cash management program prevents overdrafts with customizable cash buffers and targets, and lets you automatically create trades with a simple cash withdrawal.