Atomic Insights

Risk markets react poorly to uncertainty and recent policy uncertainty has caused equities and other risk assets to sell off in dramatic fashion. Despite the headlines, it is in times like these that good investment advisors truly earn their fees, because many clients would make bad financial decisions out of fear if left to their down devices amid the market turmoil. When volatility spikes, the key to providing good advice lies in understanding several critical questions about your clients: ·        Do your clients have sufficient liquidity to weather the financial storm? ·        How are your clients positioned relative to their risk targets? ·        Do your clients have idiosyncratic risks on their balance sheets that need to be managed proactively? ·        Has volatility created openings for balance sheet optimization in other areas, perhaps on the debt or estate planning side of things? In many if not most cases, the best course of action may be to hang tight and take no action at all, which of course can be the most frustrating thing for people who are not students of markets. However, if clients have an overabundance of liquidity or have been under allocated to risk, periods of market turmoil may present opportunities for those with the fortitude to “be greedy when others are fearful”. Continue reading via the link below. https://lnkd.in/eE3pWW4E

Money movements such as capital calls and bill payments can be manual and tedious to execute. We make the process easier. https://lnkd.in/gRZMR3Tw

For RIAs and Family Offices that manage capital calls and bill pay for their clients, we know the process to move money for these transactions is incredibly tedious and pieced together across multiple tools. Learn how we we're making client payments and cashflow management safe and streamlined for wealth managers, client service, and operations teams: https://lnkd.in/gNWpQ-kW

Atomic Updates: A Brief History of Data Sharing in the Financial Services Industry. People often ask me are, “Why did you start Atomic Insights when you did?” and “The pain points around processing and reporting on payments are not new – why has there been such a dearth of solutions, historically?” The answers are rooted in the ways in which communications and data sharing have evolved in the industry, which is an interesting story that goes back more than 100 years...https://lnkd.in/gC_7QZf7

This week's Atomic Highlights: 💳 🔀 ⚠️ Client payments processes at RIAs & Family Offices are clunky, highly-regulated, and risky. 🔎 📅 ✅ Client payments require high levels of diligence, timeliness, and accuracy, but this doesn't mean that client services and operations teams should do all of this work in 20+ manual steps across multiple tools. 🤝💡➡️ Get in touch to learn more about how we're solving this problem: https://lnkd.in/gNWpQ-kW

Atomic Updates: Building the Optimal Wealth Tech Stack, Part 4 – Beyond the Essentials. We have covered a lot of ground in the first three installments of “Building the Optimal Tech Stack”, roughly in priority order in terms of identifying and understanding the solutions that are critical to a firm’s survival, as those who have built an RIA or family office probably noticed. In our next installment, we'll explore the "nice to have” tools and technologies that, while not always essential, can significantly enhance the client experience, as well as operational efficiency. Check it out here: https://lnkd.in/gKiKmaVx

🎬💡 In this week's Atomic Highlights, we show you how RIAs and Family Offices can create payment instructions directly from our payment request workflow.   💰🧾 Creating payment instructions is especially important for firms with clients who need to move money from non-custodial accounts like banks and other financial institutions. Click on over to our blog to see how we do this👇 https://lnkd.in/gCETwcyP

💡 📰 Atomic Insights CEO Lucas Babbitt is back with his latest Atomic Updates post: a deep-dive into choosing the best CRM system for your RIA or Family Office. Check it out below 👇

🎬 💡 In this week's "Atomic Highlights," our Sales Engineer Grace Weisbrod walks us through what a client payment workflow looks like in Atomic Insights: https://lnkd.in/gyk5uRq5

Atomic Insights' CEO Lucas Babbitt is out with this week's Atomic Updates post. 📈 📊 Following last week's discussion of custodians, asset managers, and asset movement solutions, Lucas examines a critical component of the RIA & Family Office tech stack: portfolio reporting tools.    🔎 🗂️ In this article, Lucas delves into some of the leading players in the market, examining their strengths, weaknesses, and suitability for different types of RIA and family office practices. Read the whole thing over on our blog: https://lnkd.in/gDvYK44Q