ATLAS Module
One shared client profile flows through retirement, budget, portfolio, and tax — and out as one branded PDF you preview before you sit down with the client. Every number ties back to the same profile and the same engine.
Disconnected calculators force you to re-key data and reconcile numbers that never quite agree. ATLAS is built the opposite way — one profile, one engine, one output that holds up when the client asks how you got there.
A single shared profile powers every app. Names, ages, balances, and assumptions are never re-keyed — change one fact and it flows everywhere, with no drift between tools.
The tax figure inside a 30-year projection is produced by the exact engine behind the Tax Calculator — 2026 brackets, NIIT, and 50 states. Numbers you defend line by line, not reconcile.
Budget, portfolio, and tax feed the plan directly: CashFlow pushes annual expenses in, Market Lens writes current values back, the Tax Calculator sets the cap-gains rate — a connected system, not disconnected spreadsheets.
Everything runs in your browser and nothing leaves without your action. Sample Data Mode works fully offline, so you can build and rehearse a plan anywhere while staying in control of client data.
From client profiles to retirement projections and budget analysis, ATLAS keeps the planning conversation organized.
A year-by-year projection ledger across 8 asset classes with RMDs, Social Security taxation, and portfolio-depletion detection — the whole drawdown on one drawable line, not a single headline number.
Full 2026 federal, all 50 states, and NIIT on one engine — used identically in the projection, the standalone Tax Calculator, and every capital-gains or property-sale scenario.
Tax-efficient withdrawal sequencing and Roth conversion modeling let you shape lifetime tax, not just this year’s return — with RMD tables applied automatically.
Compare fixed, historical S&P 500, and bad-timing stress scenarios side by side, with FIA/RILA indexed crediting, and surface shortfall before the client does.
Monthly cash flow and linked client holdings — allocation, concentration, multi-period performance, and risk — flow straight into the retirement assumptions, so the plan reflects how the client actually spends and invests.
Assemble every app into a single cohesive report with a clickable table of contents, charted appendices, and bookmarks — previewed before you save.
Each app connects back to the same client profile, so the advisor does not have to re-enter the same client data.
The year-by-year retirement projection where every asset, tax, and withdrawal decision comes together.
Build the client’s monthly budget, then push real annual expenses straight into the plan.
Visualize the client’s actual holdings, then write current values back into the plan.
Income, capital-gains, and property-sale tax on the same engine that drives the projection.
One cohesive, branded client PDF assembled across every app and previewed before you save.
Build a monthly budget, review income-to-expense ratios, and send annual expenses into ATLAS when ready.
Send to ATLAS Expenses only after advisor confirmation.
Use client details, assets, income, expenses, taxes, and return assumptions to build planning scenarios and client-ready reports.
Client identity data stays in the shared client profile. Blueprint, CashFlow, Market Lens, and linked app cases stay organized under the same client.
Open any client into Blueprint, CashFlow, Market Lens, or Reports from one shared profile.
Blueprint — Retirement Planning
CashFlow — Budget Analysis
Market Lens — Portfolio Visualizer
Reports — PDF Export Center
The Reports app is the single place all PDF export happens. Open a tab per app, choose exactly what each contributes, and preview the finished report before saving.
One profile, one authoritative engine, one branded report — defensible numbers your client can follow from budget to final PDF. Run the full platform in your browser with Sample Data Mode, no setup required.
Start with one shared client profile, then launch any planning app from the same record.
Assets, income, expenses, taxes, RMDs, retirement projections, FIA comparisons, and client-ready planning reports.
Household budget tracking, category summaries, spending charts, saved budget cases, and ATLAS expense handoff.
Link client assets to holdings, allocations, historical performance, risk metrics, and portfolio reports.
Estimate federal, state, NIIT, and capital-gains tax with the same authoritative engine as ATLAS projections. Income and capital-gains tabs.
Reclassify a building into 5/7/15-year property, apply bonus depreciation, and estimate the accelerated first-year deduction and tax savings.
Build branded client reports using selected modules, report checklists, prepared-for details, and linked app PDFs.
Monthly household budget linked to the active shared client.
Create or select a shared client to begin.
| Category | Monthly Amount | Annual Amount | % of Total Expenses |
|---|
Review the annual expense amount before sending it to ATLAS Expenses.
PDF export lives in ATLAS Reports now. Budget reports are generated from the centralized ATLAS Reports app, which builds one cohesive, branded PDF for the active client across Blueprint, ATLAS CashFlow, and ATLAS Market Lens. Open Reports, add this budget case, and pick its sections there.
Budget cases are stored separately from ATLAS retirement planner cases and linked to the shared client profile.
Investment holdings, allocation, risk, and planning flags linked to ATLAS Assets.
Create or select a shared client to begin.
PDF export lives in ATLAS Reports now. Market Lens reports are generated from the centralized ATLAS Reports app, which builds one cohesive, branded PDF for the active client across Blueprint, ATLAS CashFlow, and ATLAS Market Lens. Open Reports, add this portfolio case, and choose its sections there.
Historical market data may be delayed, incomplete, cached, or sourced from third-party free data providers. Data should be reviewed before client use. Historical performance is for informational and illustrative purposes only and does not guarantee future results.
Build one cohesive, ATLAS-styled PDF for the active client — the retirement Blueprint plus any linked ATLAS CashFlow and ATLAS Market Lens cases.
ATLAS CashFlow and ATLAS Market Lens reports for the active client will appear here when linked app cases are available.
For illustrative purposes only. Hypothetical projections are not guarantees of future results. Not tax, legal, accounting, or investment advice. Full assumptions and disclosures are included automatically in every PDF report and are available from the Disclosures link in the application footer.
Create a client once, then open ATLAS with Client Details and Case Design already populated.
Manage ATLAS branding, PDF defaults, market data, module configuration, and user access from one control center.
Create a client once, then open any planning app from the same client profile.
Client Open In... chooses an app. Case Open loads a specific saved case.
This profile can launch Blueprint, CashFlow, Market Lens, and Reports from the same client record.
Your Financial Planning Blueprint
Executive Summary
No projection has been generated yet.
Scenario Setup
Growth rates are hypothetical assumptions and are not guaranteed. Actual returns may vary.
Last Updated: July 9, 2026
Select the sections you want to include in this report.
Review the report below, then Save to download it.
This clears only the active case on screen. Saved cases and advisor profiles remain in local storage.
Use this when you want a clean workspace while preserving saved client cases and advisor profiles.
Review advanced assumptions without crowding the main Assets tab.
Track contribution assumptions by asset section for projection review.