How does Atomic help financial institutions?

Atomic helps financial institutions by providing a robust and compliant solution to offer embedded investment accounts. It streamlines the creation of new investment products, enhances user experience with customizable onboarding, and offers automated management, allowing institutions to innovate and expand their service offerings efficiently.

What are the key features of Atomic for wealth management platforms?

For wealth management platforms, Atomic offers key features like seamless API integration for investment accounts, real-time account balance updates, and automated investment management. It also provides a customizable user onboarding experience and robust security, enabling platforms to enhance their service and client engagement.

Atomic

Embed investment accounts into services

ReviewedContact_salesFinance

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Shyft Score

Directory quality rating

Reviewed

53/100

Quiet

Found in 1 source

Our take

The verdict on Atomic

AI-generated

Atomic's API enables investment account embedding with real-time updates and strong security, but requires sales contact for pricing.

Strengths

Seamless API integration
Real-time account updates
Automated investment management
Free tier available

Limitations

Pricing unclear
Limited documentation

Best for: Finance teams embedding investment accounts into their services

Request a demo to evaluate Atomic for your team.

See how Atomic fits your stack

Benefits

Why teams choose Atomic

Launch investment features in weeks instead of months

Increase customer engagement and retention with embedded investing

Generate new revenue streams from investment account services

Reduce development costs by 80% compared to building in-house

About

What is Atomic?

Atomic provides an API to embed investment accounts and portfolio management into financial platforms. It handles real-time balance updates, compliance, and secure data handling.

Key capabilities

Seamless API integration for investment accounts

Real-time account balance updates

Automated investment management

Customizable user onboarding experience

Robust security and compliance features

At a glance

Capabilities

API

Use cases

What you can do with Atomic

Embed investment accounts into fintech platforms

Provide real-time portfolio tracking and updates

Ensure regulatory compliance for investment offerings

Integrate multiple investment products into a single service

Best for

Fintech startupsWealth management platformsFinancial institutions

Pricing

Atomic pricing

Atomic starts at contact_sales

Starting at contact_sales

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Atomic

MCP servers

Use Atomic with AI agents via these MCP servers

zettelkasten mcp

Transform your knowledge management with the Zettelkasten MCP server for atomic note-taking.

pip 148

atomic red team mcp

Access and execute Atomic Red Team tests with ease using this powerful MCP server.

pip 117

Browse all MCP servers

Integrations

PlaidStripeSalesforceQuickBooksZapierXeroHubSpotSquarePayPal

AI & automation capabilities

REST API

MCP ServerN/A

WebhooksN/A

Free TierN/A

FAQs

Frequently asked questions

Common questions about Atomic and its capabilities

Atomic is a B2B tool that allows businesses to embed investment accounts directly into their services. It provides seamless API integration for investment accounts, real-time balance updates, and automated investment management, ideal for fintech startups and wealth management platforms.