The Atomic Insights dashboard includes the following:

Firm Data

• Total AUM
• Total Cash
• Total Accounts, Clients, and Entities

Transactions

• Summary table of your firm’s latest and pending transactions with a direct link to the Transaction page

Payment Requests

• Queue of the five most recent payment requests, including those awaiting review, in process, and completed.
• Each payment request also includes real-time verification checks on cash coverage, standing letters, and repeat transactions.

Data Source

• See real-time view of our custodian API data processing — to know that your accounts, positions, and transaction are up-to-date in Atomic Insights.

Vendors

• Review recently added vendors, key account data, and associated categories.