ATOM ALIGN New Features

On September 27 we released many new Atom Align features. Some of these features are:


  • Enhanced workflow management and trade approval
  • Text file import allows for accounts, securities, households, model sleeves and more to easily be updated using Excel
  • Additional tolerance options give users more control over rebalancing ranges
  • Streamlined trade and allocation extracts
  • Expand / collapse all button added
  • Automatic unzip of import files
  • Custom portfolio field display improvements

We also have many more exciting new features planned for additional releases later this year. Stay tuned for updates.


Schedule a Demo

With 100+ integrations, you can bring together everything your team needs to communicate, collaborate, and coordinate work, start to finish.