Getting Started on Atlas

Helpful guide for new users

Andrea Williams Kassof avatarChelsea Flood avatar
2 authors7 articles

Dashboard Insights

Understanding insights on the Atlas Dashboard

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1 author8 articles

Billing & Invoicing

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

Danish Shah avatarGunner Kropholler avatarAndrea Williams Kassof avatar
4 authors28 articles


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

Chelsea Flood avatarDanish Shah avatarGunner Kropholler avatar
4 authors37 articles

Client Data, Account Management, Households

General guide to organizing and accessing client accounts and households.

Danish Shah avatarGunner Kropholler avatarChelsea Flood avatar
3 authors16 articles

Client Portal and File Sharing

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

Chelsea Flood avatar
1 author7 articles

User & Role Management

Everything you need to know to productively manage your users.

Chelsea Flood avatar
1 author2 articles

General Settings & Security

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

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1 author4 articles

Atlas Product Updates

Archive of Product Updates

Chelsea Flood avatarDanish Shah avatar
2 authors8 articles


Overview and setup for current Atlas integrations

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1 author5 articles


Archive of product webinars

Chelsea Flood avatarAndrea Williams Kassof avatarMary Kosta avatar
3 authors19 articles


Andrea Williams Kassof avatarChelsea Flood avatar
2 authors2 articles

Atlas User Experience Updates

Danish Shah avatar
1 author2 articles

Turning on Data Feeds

How to initiate your data feed from your custodian to Bridge

Chelsea Flood avatar
1 author15 articles

Investment Models

Tab showing Investment Models and Strategies

Gunner Kropholler avatar
1 author1 article

BridgeFT Support Portal

Gunner Kropholler avatar
1 author1 article