Technology infrastructure for finance · HQ: Melbourne

Stop stitching your brokerage together.
Flexible from day one.

A purpose-built technology platform for finance businesses, your website, portal and every system behind them, built to grow with you without forcing you to pay for technology you don't need.

$85/monthStarting from
$0Setup costs
No lock-inContracts
Plug and playTurn it on or off
The problem

Your clients should know who they are dealing with.

Your brand is more than your logo. It is every interaction your client has with your business from the first email to the final settlement.

Why are big brokerages succeeding? Because the experience feels like one business. The client knows who they are dealing with at every step.
The fragmented experience

Your clients should not have to leave your business to get things done.

A client should know who they are dealing with. They should recognise your business at every step. Technology should reinforce that feeling not break it.

EmailYour brand
PhoneYour business number
Fact findYour brand
ID checkYour experience
DocumentsYour workflow
E SignYour client journey
PortalYour business
AutomationYour communication
ReportingYour data
Belonging

Make your clients feel like they belong.

Atlas connects the technology behind your business so the experience still feels like yours. The systems can be complex underneath. Your client does not need to see any of that.

Your brand

Your website, portal, communications and workflows can be built around your identity rather than pushing clients into a collection of unrelated platforms.

One experience

Keep the journey connected from enquiry through fact find, documents, communication, application and beyond.

One platform

Bring everything that runs your business together instead of stitching together another collection of subscriptions.

Found, not just built

SEO and GEO built in from day one, so your business shows up in search and in AI powered answers, not just on a website nobody finds.

Always current

When a government scheme, threshold or policy changes, your automations update with it. You should not have to remember to go back in and fix a workflow that quietly went out of date.

Your Atlas platform

Pay for what you need. Leave the rest off.

Every part of Atlas is plug and play. Hosted on Australian servers, ready to switch on the day you need it.

Client portalClient access, journeys and communication
Admin dashboardInternal tools, visibility and controls
Document collectionSecure document and information workflows
E-signing and PDF toolsUnlimited e-signing, audit trails, merge, split, reorder and convert
AutomationsFollow-ups, journeys and notifications, kept current as rules and thresholds change
AnalyticsTracking, reporting and performance
AI and document intelligencePurpose-built LLM infrastructure
Referral partner managementIntroducers and partner workflows
Marketing & communicationsEmail, campaigns, landing pages, SEO and GEO, and tracking
Business phone (VOIP)Your number, your team, set up and managed for you
Business emailHosting, setup and ongoing management on your domain

Plug and play. Turn it on when you need it, turn it off when you don't.

Start with the platform you need today. Add capabilities when your business grows. You don't need to rebuild everything every time the business changes.

WebsitePortalDocumentsE-signingAutomationsAIAnalyticsAdminReferralsMarketingPhoneEmailIT Support
The industry problem

Finance businesses deserve better than what's out there.

Marketing agencies with retainers that quietly become your biggest expense. Software companies selling you another subscription. Website builders who know design but not finance. None of it is built around how your business actually works.

A website is easy to build. Connecting a few tools is easy too. What's hard is understanding how a finance business runs, and building the platform underneath it properly.

The agency retainer

Your marketing budget should not become your agency's revenue target. You should be able to decide where your money goes and what actually gets done.

The software stack

E Sign for one thing. A fact find somewhere else. Documents somewhere else. Phone with one provider, email with another, IT support with someone else again. It adds up quickly.

The generic website

A good-looking website is easy to build. Building a platform that is appropriate for a finance business is a different job.

Security & compliance

Plug and play should not mean anything goes.

Finance businesses handle sensitive information every day. The technology around that information needs to be designed accordingly. We build with the industry in mind rather than bolting generic technology onto a finance business afterwards.

Industry-specific platform

Our systems are designed around finance workflows and sensitive client information.

Local AI infrastructure

Document processing runs on our own local LLM infrastructure. Sensitive documents are processed on our servers, not sent to a generic third-party API.

Security testing

We run our own security and penetration testing on the technology we build, and issue and manage your security certificates directly.

Australian infrastructure

Australian-hosted infrastructure for websites, systems, phone and email.

Built with compliance in mind

Finance technology needs more thought than simply connecting an API and calling it finished.

Your environment

Your website, your portal, your domain, your business email, your phone number and your systems. Not a generic Atlas platform shared with everyone else.

ISO 27001 in progressSOC 2 in progressAustralian data residency
How it works

Start with what you need. Add more when you need it.

01 UNDERSTAND

Map your business

We look at your current technology, subscriptions, workflows and client journey.

02 BUILD

Build your platform

We build everything around your business and brand, your website, your systems, all of it.

03 TOGGLE

Activate what you need

Use the capabilities that make sense today. Leave the rest off.

04 SCALE

Keep evolving

Add new capabilities as your business grows without ripping out everything underneath.

Read the full breakdown

Expression of interest

We are onboarding in batches.

Atlas is being rolled out in batches so we can build each business properly. If you are interested, leave your details below and we will get in touch when the next batch opens.