Shared Platform Features
Many AtlasOS features work identically across all verticals, including Financial Advisory. Rather than duplicating that documentation here, this page provides direct links to the relevant guides.
Smart Inbox
Route emails to the correct client, auto-generate tasks from correspondence, and manage follow-ups from a single view.
AI Advisory
Use Atlas Chat for AI-powered assistance with research, document analysis, and compliance queries.
Practice Administration
Configure your practice profile, manage team members, set up roles and permissions, and customise your branding.
Dashboard
View practice-wide metrics, client portfolio overview, and key performance indicators at a glance.
Client Portal
Provide clients with secure access to advice records, statements, and communications.
Chat
Internal team messaging organised by client or topic.
All shared features respect the Financial Advisory terminology mappings. Where the accounting docs refer to "Compliance Calendar", your interface will display "FSCA Deadlines". The functionality is identical.