Is our record of your firm's technology right?

Finantrix Atlas maps which custodian, portfolio reporting, planning, CRM, archiving and compliance software SEC-registered advisers use, from their Form ADV filings and the client sign-ins on their own websites. Check what it says about your firm in two minutes, correct anything that is wrong, and see what firms of your size use, category by category.

• Your benchmark, right away: the products firms in your asset range use, with yours marked.
• Your record, to you only: we show it after you confirm an address at your firm's own website domain.
• Your answers stay private: Your answers are used only in totals across at least ten firms. No firm's answers are sold, published or shown to anyone, and we will not contact you about them unless you ask.