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

Visit website

Compare →

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 enables businesses to embed investment accounts into their services. It offers API integration for real-time account balance updates, automated investment management, and customizable onboarding. The tool ensures robust security and compliance, making it ideal for platforms needing to integrate investment accounts and portfolio tracking.

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

Offering investment accounts within a platform

Providing real-time portfolio tracking

Complying with financial regulations

Integrating with existing financial services

Managing secure data transactions

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 146

atomic red team mcp

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

pip 116

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.