ROBO WEALTH IS STILL IN CONSTRUCTION & NOT YET AVAILABLE ― MORE INFO COMING SOON.

Robo-Wealth Management

DIY Wealth Management Platform

Robo-Wealth Platform

AtlasMark Financial is EIP's wealth management firm. We offer a free robo-wealth platform which will allow you to monitor all your financial accounts in one place, plan for your future, open investment accounts & have access to our expertise when you need it.

Platform Features

Start your journey today and begin making better financial & investing decisions. Our robo-wealth platform brings together simplicity & sophistication to give you the tools you need to accomplish your financial goals.

Free Feature

Sync External Accounts

Comes with a built-in account aggregation engine that automatically pulls financial account information, such as account balances and holdings, into your account.
Free Feature

Wealth Planning Software

Sophisticated financial planning software that starts by analyzing your financial resources and needs, and then give you the tools to accomplish your wealth goals.
Free Feature

Track Spending

After linking your debit & credit card account you will be able to automatically track your daily spending habits, set spending alerts & monitor your spending behavior.
Free Feature

Create A Budget

Expenses are automatically grouped into spending categories, so you can easily create a household budget, save more money, and eliminate unwanted debt.
Free Feature

Financial Document Vault

Investors may upload personal financial documents for safekeeping and can access their investment statements, confirms, and tax documents at anytime.
Optional Feature

IRAs, Brokerage & Rollover Accounts

If you decide to open an investment account we will ask you a series of questions & based upon those answers we will build you a low-cost, globally diversified portfolio.
Premium Feature

Portfolio Management

Investor’s portfolios are centered around risk tolerance & goals. We will develop a globally diversified portfolio using a mix of low-cost index funds.
Premium Feature

Automatic Rebalancing

Portfolio Asset allocation often drifts as funds perform differently.  Automatic re-balancing will ensure investor’s portfolios stay within asset allocation bands.
Premium Feature

Access to a CFP Practitioner

When an investor reaches $50,000 they will have access to our CFP® professionals for guidance on life events including having a child, retiring, etc.

Perfect For The DIY Investor
That Wants Some Help Along the Way!

Take your wealth strategy into your own hands, have access to our CFP® professionals for major life events and the option to invest in low-cost, globally diversified investment portfolios with automatic rebalance software.

Sooner you start, the closer
you’ll be to reaching your goals.

FREE VERSION

PREMIUM VERSION

Annual fee

0.00%

$0 Minimum balance

Fees based on account balance

Sync External Accounts

Financial Planning Software

Automatically Track spending

Create a budget

Financial document cloud

Option to open IRAs, broker & 401(k) rollover accounts

Reliable customer service

Low-cost, globally diversified investment portfolios

Automatic portfolio rebalancing

Access to our CFP® professionals for guidance

* minimum account balance $50,000
Get StartedGet Started

Annual fee

0.50%

$5,000 Minimum balance

Fees based on account balance

Sync External Accounts

Financial Planning Software

Automatically Track spending

Create a budget

Financial document cloud

Option to open IRAs, broker & 401(k) rollover accounts

Reliable customer service

Low-cost, globally diversified investment portfolios

Automatic portfolio rebalancing

Access to our CFP® professionals for guidance

* minimum account balance $50,000
Get StartedGet Started

ARE THERE ANY ADDITIONAL ACCOUNT MAINTENANCE FEES?

$0

NO transfer fees.

$0

NO trading fees.

$0

NO cancellation fees.

401k Plan Provider ― 401k Third Party Administrator ― 401k Plan Adviser