Solutions
Whether you construct portfolios, manage risk, advise clients, or oversee the firm — Atlas delivers the tools your role demands.
For Portfolio Managers
Construct and rebalance with institutional precision.
Managing dozens of mandates across different client profiles — each with unique constraints, benchmarks, and risk tolerances — is operationally intensive. Manual rebalancing is slow and error-prone.
Atlas automates the rebalancing workflow. Define constraints once, run the optimiser, review the proposal, and submit — with full audit trail and compliance verification built in.
For Risk Officers
See every risk. Model every scenario.
Risk reporting is often backward-looking, siloed by asset class, and produced hours after market close. By the time you see the number, conditions have already changed.
Atlas runs risk analytics continuously — factor decomposition, VaR, and scenario stress tests update in real time as positions and market prices change.
For Chief Investment Officers
Portfolio-wide oversight. Strategic clarity.
The CIO needs a consolidated view across all mandates, benchmarks, and strategies — without drowning in detail. What is the house view? Where are we exposed?
Atlas delivers a CIO dashboard with top-level allocation, factor tilts, macro exposure, and performance attribution — all in one view, always live.
For Compliance Officers
Mandate rules enforced on every trade.
Manual compliance checks slow down the investment process and introduce risk of oversight. Regulatory requirements evolve faster than spreadsheets.
Atlas encodes mandate constraints directly into the portfolio engine. Every proposed trade is checked automatically — nothing reaches execution without compliance verification.
For Client Advisors
Present with confidence. Backed by live data.
Client meetings require preparation time that advisors don't have. Factsheets go stale. Explaining risk metrics to non-institutional clients is difficult.
Atlas generates polished, data-live decision packs and factsheets in one click — with plain-language summaries powered by Atlas Copilot.
For Family Officess
Bespoke mandates. Full discretion.
Multi-generational family offices have highly bespoke investment criteria — ESG restrictions, illiquid holdings, cross-border considerations — that generic platforms cannot accommodate.
Atlas is built around a flexible constraint engine and a customisable universe. Every mandate is unique. Atlas enforces that uniqueness at every step.
Industries
Multi-client mandate management at scale. From discretionary to advisory mandates.
LDI strategies, duration management, and continuous regulatory compliance tracking.
SAA/TAA implementation, duration management, and Solvency II constraint handling.
Total return optimisation, spending rule integration, and ESG mandate enforcement.
Platform vs. Status Quo
| Capability | Spreadsheets | Legacy OMS | Atlas WM |
|---|---|---|---|
| Real-time risk analytics | ✗ | Partial | ✓ |
| Constraint-aware optimisation | ✗ | ✗ | ✓ |
| Quantum solver support | ✗ | ✗ | ✓ |
| Automated compliance checks | Manual | Partial | ✓ |
| Live market data integration | Manual | End-of-day | ✓ |
| AI-assisted decision support | ✗ | ✗ | ✓ |
| Full audit trail | ✗ | Partial | ✓ |
| Setup time | Weeks | Months | Days |