Welcome to the support portal for Atlas. Use this guide to get acquainted with Atlas and learn how to best use all of its features. You can browse docs or use the search function to find information on specific features.
These support pages are broken down into major areas of the functionality and data available in Atlas.
If this is your first few times using the tool, we recommend going to our getting started guide.
If you recently joined and haven't already done so, you'll want to configure your settings.
Next, configure your billing and make sure you know how to run reports.
If you're using the client portal you can invite your clients to their branded dashboard so they can view reports, invoices, shared files and more.
This site also contains detailed information on user management, client data, account aggregation, and security.
Additional Support
If you have any questions or need additional support, please contact us:
Support email: support@bridgeft.com
Support phone: 312-517-1006 (normal business hours, central time)