For advice firms
Atrium does the assembling — the fact-find, the statements, the what's-changed — so your advisers walk into every meeting ready to advise. A review that used to need an afternoon of prep starts with a five-minute read, leaving more time for the conversation only a human can have.
Built around the meeting
An advice relationship is a series of meetings with long gaps between them. Atrium works in all four moments: getting ready, sitting down, following up, and the months in between where the value has to keep showing.
Before the meeting
A one-page brief for each client, generated from the period since the last review. Net-worth movement, a fixed rate coming up, an unused allowance, a new salary — flagged actions, not raw data. Your adviser reads it in the lift on the way to the room.
Pre-meeting brief · Smith household
In the meeting
You and your client look at one picture, on one screen. Change the retirement age, the overpayment, the contribution — the projection re-runs in milliseconds while you talk. No "I'll run the numbers and send them over." The numbers are running now.
Recalculated in 11ms — no "I'll run the numbers and send them over".
After the meeting
Suitability letters, annual reviews and fee disclosures pre-populate from the data already captured. Your adviser edits instead of drafting from a blank page, and the compliance officer sees a consistent, auditable trail. Shared notes and actions carry into the next meeting.
Suitability letter · draft
Following our meeting on 14 May, this letter sets out our recommendation regarding your retirement provision. Based on your current pot of £412,000 and contributions of £1,250/mo, our modelling indicates an earliest viable retirement age of 59…
Between meetings
Atrium keeps working in the months between reviews. It watches for the life events worth a call, gives your clients something new to see each time they log in, and shows the principal exactly what the firm is delivering for the fee.
Consumer Duty asks what your advice fee actually did for the client this year. Atrium answers it with a screen: reviews completed, life events caught and acted on, and the value each client has seen between meetings — ready for the compliance file, not a year-end scramble.
Integrations
Atrium doesn't replace Intelliflo, Iress or your planning software. It gives your clients a thinking portal and feeds the household view back into the systems your advisers already live in.
Two-way sync with the major UK back-office systems — fact-find data flows out; client portal updates flow in.
In progress Intelliflo, Iress / Xplan, Plannr.
TrueLayer for live bank feeds across 50+ UK providers. Account discovery, consent management and 90-day re-auth handled in our UI.
Live
Direct integrations with major UK pension and investment platforms — coverage growing each release. You tell us which to prioritise.
Coming Soon
Direct integration with the UK Pensions Dashboards Programme as it becomes available — surfaces every pension a client has ever held.
Coming Soon
Bring your existing document vault (SharePoint, Google Drive, dedicated DMS) or use ours — encrypted client-side either way.
Coming Soon
Optional SSO for adviser-side access via Microsoft Entra ID or Google Workspace. Client-side stays on the zero-knowledge master-password flow.
Coming Soon
Win new clients
The same modellers that impress in a meeting can work as your front door. Firm-branded calculators — retirement age, mortgage payoff, IHT exposure — sit on your public pages, outside the login, and hand you a warm lead with their numbers attached.
Onboarding
A predictable, structured rollout, handled mostly by us. A shared atrium is live in weeks; your own atrium follows the full six-week build below.
30-minute call to walk through your firm's brand, domains, document templates and which Atrium aspects to enable. You hand over a brand pack; we get to work.
We theme the platform, configure your domain and email authentication, register your apps in our build pipeline, and write your firm-specific onboarding emails.
Three to five members of your team go through full client onboarding, linking real or test accounts. We iterate based on their feedback.
Ten to twenty selected clients (typically your most engaged) onboard. Mobile apps go live on the App Store and Play Store under your developer accounts.
Full roll-out to your client base via a co-written email sequence and adviser-led conversations. You set the pace; we provide the runway.
Pricing
Every firm gets the same platform and the same encryption. The choice is whether you take a room in a building we run, or the whole building to yourself. Both carry your name at the door; both are zero-knowledge.
Hosted by us · live in weeks
Light one-off setup. Your branded room in a building we run and maintain. Built for firms of one to five advisers.
Single-tenant · fully isolated
Then £8.20 / active client / month. The whole building, yours alone, configured to the foundations.
A client is "active" if they logged in or had data refreshed in the last 180 days. Start in a shared atrium and move into your own as you grow. Happy to talk through specifics on the demo call.
Book a demo
We'll walk you through Atrium against a test household, swap the brand to your firm's identity live on the call, and answer every question on the spot. UK advice firms only. We're accepting founding firms now.
Email demos@atrium.co.uk with a one-line context, or fill in the form. We'll come back within one working day.