PLATFORM · ATLAS

Atlas document drafting for advisor and office terminals.

Atlas document drafting for advisor and office terminals.

Atlas is currently available to advisor and office terminals for drafting engagement letters, tax confirmation letters, legal confirmations, and client-circle-specific confirmations. The broader compliance intelligence layer — proactive obligation monitoring, risk signals, and jurisdictional alerts — is coming soon.

Atlas is currently available to advisor and office terminals for drafting engagement letters, tax confirmation letters, legal confirmations, and client-circle-specific confirmations. The broader compliance intelligence layer — proactive obligation monitoring, risk signals, and jurisdictional alerts — is coming soon.

• Substance requirements and filings surfaced before deadlines

• Family access prompts tied to age, events, and permissions

• New Forge entities automatically checked against Command and Legacy

ATLAS FEATURE · PDF REPORTS

Generate branded PDF reports for circles, individuals, and records.

Generate branded PDF reports for circles, individuals, and records.

Generate branded PDF reports for circles, individuals, and records.

Atlas can produce summary reports in PDF form for a whole client circle or for a specific individual. Reports can include the registers, diagrams, holdings, and relationship data already held in TrueHolder.

Atlas can produce summary reports in PDF form for a whole client circle or for a specific individual. Reports can include the registers, diagrams, holdings, and relationship data already held in TrueHolder.

REPORT PRESETS

Circle pack or personal snapshot

Choose a preset or compose a custom PDF: summary, entities, assets, diagrams, roles, appointments, income, tax computation, trusts, pensions, and people registers.

Circle summary

Individual snapshot

Entities register

Trusts & pensions

Asset register

Ownership diagram

People register

Tax computation

AVAILABLE NOW · COMING SOON

Document drafting. Compliance intelligence next.

Document drafting. Compliance intelligence next.

Document drafting. Compliance intelligence next.

01

Engagement letters

Create structured engagement-letter scaffolds for advisor terminals, office terminals, and specific client circles.

02

Tax confirmation letters

Draft tax confirmation requests and summaries with entity, jurisdiction, and adviser context already attached.

03

Legal confirmations

Prepare legal confirmation drafts for counsel review, keeping assumptions and source records visible.

04

Personalised circle confirmations

Generate confirmations tailored to a specific client circle, beneficiary group, entity stack, or advisor-terminal workflow.

05

Document summaries

Turn long records into concise summaries that operators can review, edit, and approve.

06

Human review ready

Every output is a draft: designed for professional review, not automated legal, tax, or financial advice.

Full Atlas compliance intelligence will surface compliance signals, obligations, and jurisdictional risks before they become terminal debt. Atlas document writing supports advisor and office terminals.

Full Atlas compliance intelligence will surface compliance signals, obligations, and jurisdictional risks before they become terminal debt. Atlas document writing supports advisor and office terminals.