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Investing

Give investors flexible access to more portfolio options

The Problem

Consumers want to invest more, but opening accounts is cumbersome, and moving money from bank to brokerage accounts can take days. Brokerages also have to ensure compliance with KYC/AML and “Best Interest” regulations.

Our Solution

Leverage Atomic’s Verify solution to accelerate account openings and validate. With Atomic’s Deposit solution, customers can fund their brokerage accounts directly from their paychecks, and then automatically direct a portion of each paycheck into investment products, including their 401(k) plans.

Atomic goes Beyond

Investment firms leverage our suite of payroll connectivity solutions to

Drive asset growth with automatic investments/saving

Enable savers to become investors, growing the client base

Streamline 401(K) & other retirement allocations

Reduce the cost of servicing your clients

Let’s Connect

Learn more about Atomic