Unified visibility across complex wealth. See every trust, company, SMSF, portfolio and private asset in one live, structured view – without spreadsheets or manual consolidation.

The most flexible reporting engine in market.
Analyse wealth across any structure, entity, asset class or generation with fully customisable asset sector trees and reporting views – without being constrained by rigid platform logic.

Automated data ingestion from leading platforms.
Secure EPI data feeds from leading custodians, brokers, wraps and platforms keep reporting accurate and up to date.

Full control to scrub, correct & override data.
Cleanse transactions, fix incorrect platform data and reclassify assets so your reporting is accurate, defensible and audit ready.

Atlas and HeirWealth Family Portal work independently or together. Most firms start with one and add the other once the data is proven.