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An advisory practice's book: client households and their accounts, holdings against target allocations, review meetings, financial goals and advisory fees. Describe it once and Atomix builds the whole app — sign-in, database, payments and hosting built in — tested in a real browser before you see it.
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Practice Overview
AUM, active households, rebalances needed, reviews due, fees this quarter and at-risk clients.
Households
Every household with assets, risk and next review; select to see accounts, allocation and meetings.
Household Profile
One household: contacts, accounts, allocation vs target and goals.
Accounts
All accounts by custodian and type with balances.
Allocation
Current vs target by asset class; find drift.
Reviews
Upcoming and past client meetings.
Fees
Quarterly fee invoices by household; approve and debit.
Reports
AUM by advisor, fee revenue by quarter and allocation drift.
Settings
Fee schedule, model allocations and review cadence.
Household
A family or client group advised together.
nameprimary contactemailadvisor namerisk tolerancetotal assets
InvestmentAccount
An account held by a household.
nametypecustodianbalancestatus
Allocation
Current vs target weight of an asset class for a household.
asset classtarget percentcurrent percentdrift percentneeds rebalance
ReviewMeeting
A scheduled client review with agenda and outcomes.
titletypestatusagendaoutcomes
FeeInvoice
A quarterly advisory fee billed to a household.
numberquarterbillable assetsfee rate percentamountstatus
Advisor
Manages households, reviews allocation and runs client meetings.
Operations associate
Opens accounts, processes fees and prepares review packs.
Client
Sees their household, goals and next review.
- Sign-up and sign-in
- A real database
- Payments with Stripe or Razorpay
- Live on a link in one click
- Light and dark, phone and laptop
- Export the code (paid plans)
- BillingBill customers for what they use: billing accounts, metered usage and charges, statement runs, payment collection, credit notes and disputes.
- InvoicingCreate professional invoices from quotes or scratch, send them to clients, record payments and chase overdue invoices with reminders.
- Expense ManagementCapture employee spend: expense reports with receipts, policy checks, manager approval, reimbursement runs and corporate card transactions.
- Accounting OperationsKeep the books: a chart of accounts, journal entries, payables and receivables, bank reconciliation and a month-end close checklist.
- Financial ReportingProduce the numbers leadership reads: profit and loss, balance sheet and cash flow by period, variance commentary and a monthly report pack with sign-off.
- Budget PlanningPlan and track the budget: department budgets by line and month, scenarios, budget vs actuals, reforecasts and budget-owner submissions.