Because of the many different calculation methodologies across our industry, we know even the most seasoned advisors can sometimes get confused navigating reports. Atlas' reports are designed to be balanced between easy-to-use and communicate to your clients, while robust and comprehensive.
We compiled this part of our help center to help increase your confidence and understanding of the numerous sub-reports. Each help article is dedicated to a single sub report with information on how to interpret the details and most importantly communicate to your clients the report's data. Each article has the following format for simplicity:
What is included in the number you are looking at? (calculations, source, etc.)
Why have we chosen to include and/or calculate the number the way we do?
How can this report be used in a client review to help boost your clients' confidence, increase transparency, and answer questions?