ROBO WEALTH IS STILL IN CONSTRUCTION & NOT YET AVAILABLE ― MORE INFO COMING SOON.
DIY Wealth Management 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.
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.
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.
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.
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.
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.
Financial Document Vault
Investors may upload personal financial documents for safekeeping and can access their investment statements, confirms, and tax documents at anytime.
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.
Investor’s portfolios are centered around risk tolerance & goals. We will develop a globally diversified portfolio using a mix of low-cost index funds.
Portfolio Asset allocation often drifts as funds perform differently. Automatic re-balancing will ensure investor’s portfolios stay within asset allocation bands.
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.