Atlas AI is a fully managed AI assistant that handles your email, CRM, follow-ups, and calendar — while you focus on clients. No setup. No tech headaches. Just results.
We handle everything. You just answer a few questions and your AI employee gets to work.
15-minute call where we learn about your practice, your pain points, and what you want your AI to handle.
⏱ 15 minutesAnswer a short questionnaire about your tools, communication style, and priorities. No technical knowledge needed.
⏱ 10 minutesOur team provisions your dedicated AI instance, connects your email, CRM, and calendar. You don't touch a terminal.
⏱ 10 minutesYour assistant sends you a welcome message via WhatsApp or email, tells you what it's doing, and gets to work immediately.
⏱ Day 1We walk you through each feature over the first week — email triage, CRM sync, meeting prep — so you actually use everything.
⏱ Week 1Designed specifically for financial advisors — the same workflows that take you 2 hours, done in minutes.
Reads your inbox every 2 hours, categorizes by priority, and drafts replies for your review — or sends automatically based on your rules.
Syncs meeting notes, follow-ups, and client updates to HubSpot, GoHighLevel, or your CRM — without you touching it.
Briefs you 30 minutes before every meeting with client history, recent activity, and talking points pulled from your CRM.
Every morning at 7:30 AM: email digest, calendar preview, and priority tasks. Every evening: what happened, what's pending.
Never let a lead go cold. Your AI tracks every conversation and proactively drafts follow-ups at the right time.
Your data lives on a dedicated server — not shared with anyone. Client-owned API keys. No central credential vault. SOC2-ready architecture.
See how a fully managed AI employee compares to the alternatives.
| Feature | Atlas AI | ChatGPT / Claude | Lindy / Zapier AI | Hire a VA |
|---|---|---|---|---|
| Proactive (works without you asking) | ✓ | ✗ | ✓ | ✓ |
| Remembers your clients & history | ✓ | ✗ | ✗ | ✓ |
| Zero setup required by you | ✓ | ✓ | ✗ | ✓ |
| CRM & email integration | ✓ | ✗ | ✓ | ✓ |
| Works while you sleep | ✓ | ✗ | ✓ | ✗ |
| Financial advisor specific | ✓ | ✗ | ✗ | ✗ |
| Monthly cost | $99–$299 | $20–$200 | $49–$299 | $1,500–$4,000+ |
One setup fee, then a flat monthly rate. No hidden charges, no per-seat fees, no surprises.
Real results from financial professionals who stopped doing admin work.
"I used to spend Sunday nights catching up on emails. Now my AI handles everything during the week and I actually have weekends again. The CRM sync alone is worth 10x the monthly fee."
"Setup literally took 10 minutes. I answered some questions, and by the time I got to my desk the next morning there was already a briefing waiting for me. It knows my clients better than I expected."
"I was skeptical — I've tried Zapier and other automation tools and they always break or need constant babysitting. Atlas AI just works. It's been running for 3 months without me touching it once."
Everything you need to know before getting started.
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Your AI employee is waiting. $149/mo. 10-minute setup. Cancel anytime.