Unified Reporting for Complex Wealth.
HeirWealth Atlas brings together every trust, company, SMSF, and investment into one seamless platform — built for advisers, accountants, and family offices who need to see the whole picture without the spreadsheets.
Built for the Complexity of Real Wealth.
Atlas gives you the control and clarity to manage sophisticated family structures — from five entities to five hundred.
Bring every asset, report, and relationship into one secure, interactive view
Why
advisors
accountants
family offices
choose Atlas.
Unified Data View
Instantly aggregate structures, holdings, and performance across families and entities.
Performance Reporting
Time-Weighted and Money-Weighted returns with clear attribution (income, growth, FX, benchmarks).
Multi-Entity Insights
Generate cross-entity and cross-generation reports in seconds.
Customisable PDF Reporting
Deliver fully branded reports in your format — automated, accurate, and client-ready.
White-Labelled Portals
Adviser and client-facing portals that drive engagement and transparency
Unified Data View
Instantly aggregate structures, holdings, and performance across families and entities.
Performance Reporting
Time-Weighted and Money-Weighted returns with clear attribution (income, growth, FX, benchmarks).
Multi-Entity Insights
Generate cross-entity and cross-generation reports in seconds.
Customisable PDF Reporting
Deliver fully branded reports in your format — automated, accurate, and client-ready.
White-Labelled Portals
Adviser and client-facing portals that drive engagement and transparency
Automation Without Compromise.
Reduce reporting time from hours to minutes.
Atlas is built for automation, flexibility, and scale — empowering your team to focus on advice, not admin.
Automation-Ready
Remove manual data entry and spreadsheet fatigue.
Customisable Asset Sector Trees
Report your way with tailored classifications.
Off-Platform & Non-Traditional Investments
Capture everything from venture funds and private credit to art, cars, and collections.
Flexible Reportable vs Non-Reportable Assets
Choose what appears in each report, effortlessly.
Built for Scale.
Secured for Confidence.
Atlas carries the weight of your data — securely and compliantly.
With enterprise-grade encryption, access controls, and privacy compliance, you can advise and report with total confidence.
When the 'solution' still ends in a spreadsheet, it's not a solution
Scalable Architecture
Built for small practices, large families, and global offices.
Enterprise-Grade Security
Encryption at rest and in transit.
Compliance-Ready
Privacy and governance aligned to global standards.
Why Atlas.
Wealth may be complex — but managing it doesn’t have to be.
HeirWealth Atlas bridges the gap between structure, performance, and understanding, helping professionals deliver clarity, engagement, and confidence.
“Atlas carries the weight of complexity — so you can focus on what matters most.”
Transform your reporting today.
