Solutions

Atlantis Wealth Advisors Solutions

Atlantis was designed to deliver freedom.

 

And we deliver that freedom through both autonomy and structure. The autonomy to make decisions about the things that you want, and the structure to delegate the decisions you don’t, at a price that is fair.

We are here to help you design your ideal business model through our world class support and wide array of services. Our experienced professionals will handle the parts of your business that you don’t want to, so you can delegate with confidence.

Read below for more detailed information on our technology, compliance, consulting, platforms, investments and operations solutions.

 
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The engine of our technology solution is powered by pioneers in financial technology, Orion. This best-in-class FinTech provider gives you a central foundation to build your firm’s technology stack.

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We are a firm that promotes the spirit of compliance in the way we conduct business through a unique program designed to better protect clients, Advisors, and the RIA. We believe that compliance plays a key role in helping our IARs grow their business and we approach this belief from a standpoint of stewardship and a can-do mindset.

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Using both on-staff experts and strategic partnerships, we aim to deliver the resources that you need to successfully plan, grow, and optimize your business.

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We have established relationships with many of the industry’s top custodial firms to help maximize your options and to negotiate pricing.

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Having access to industry leading investment management firms is essential for Advisors looking to maintain a competitive advantage. As an IAR of Atlantis, you will have exclusive access to Areté, a proprietary Turnkey Asset Management Platform (TAMP) with access to dozen of emerging, boutique, and brand name investment firms.  

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There can be tremendous value unlocked in your business when you find the right team to delegate your operational needs to. Our team aims to give you a place to delegate non-revenue producing needs so that your team can focus on serving and growing your client base.