Case Study

Atlas Brown

They sought to transition to a cloud-native portfolio management system with the flexibility to manage their highly customized solutions, proprietary portfolios, and alternative investments.

Atlas Brown is an RIA located in Louisville, Kentucky, that runs several proprietary large-cap portfolios with quite a few alternative investments. The firm was quickly growing, and they needed to identify a new technology partner that easily scaled with its growth plan. In addition, the new solution would need to provide them with robust reporting to track the performance of their custom asset classes.