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Stay top of mind with every client without writing a single line yourself. Atlas generates, personalizes, and distributes market commentary, newsletters, and portfolio updates on a schedule you control.

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What you can do

Content Templates

Choose from a library of pre-built templates — monthly newsletters, SIP milestone celebrations, portfolio rebalancing alerts, and festival greetings.

AI-Powered Generation

Atlas generates market commentary, fund performance summaries, and educational content using AI trained on Indian MF data. Every piece is reviewed for accuracy and compliance before publishing.

Personalization

Automatically insert client names, portfolio summaries, goal progress, and personalized investment recommendations. Each client receives content tailored to their holdings and goals.

Compliance Review

Every piece of generated content passes through a compliance review pipeline. Atlas checks for SEBI advertising guidelines, disclaimer requirements, and performance presentation standards before sending.

Multi-Channel Delivery

Distribute content via email, WhatsApp, or in-app portal. Atlas tracks open rates, click-through rates, and client engagement — so you know who’s reading and who needs a follow-up.

Scheduling & Automation

Set up recurring content schedules — weekly market updates, monthly newsletters, quarterly portfolio reviews. Atlas handles the entire pipeline from generation to delivery automatically.

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How the pipeline works

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FAQ

Yes. All AI-generated content passes through an automated compliance review that checks for SEBI Advertising Code adherence, mandatory disclaimers, and performance presentation standards. Content that doesn’t pass is held for manual review before sending.
Absolutely. You can set the pipeline to “draft mode” where all content is held for your approval before delivery. You can edit, add personal notes, or reject any piece before it reaches your clients.
Atlas currently supports email and WhatsApp Business API for content delivery. An in-app client portal is also available where content is published for clients to browse on demand.
Yes. You can create custom templates with your branding, tone of voice, and layout preferences. Custom templates are available to all team members in your practice and can be shared across branches.