How-to guides, support docs, and helpful tips for using Atlas.

Getting Started on Atlas

Helpful guide for new users

Dashboard Insights

Understanding insights on the Atlas Dashboard

Billing & Invoicing

Understanding how to set up, run, and review your firm's billing and invoicing.

Reporting

Comprehensive guide to reporting. This includes generating, understanding and sharing reports with your clients.

Client Data, Account Management, Households

General guide to organizing and accessing client accounts and households.

Client Portal and File Sharing

Come here to learn about our Client Portal and how it can enhance communication between you and your clients.

User & Role Management

Everything you need to know to productively manage your users.

General Settings & Security

Come here to learn how to configure your Atlas portal to match your preferences and needs.

Atlas Product Updates

Archive of Product Updates

Integrations

Overview and setup for current Atlas integrations

Webinars

Archive of product webinars

FAQ

Atlas User Experience Updates

Turning on Data Feeds

How to initiate your data feed from your custodian to Bridge

Investment Models

Tab showing Investment Models and Strategies

BridgeFT Support Portal