Resources / Webinars
A guided session, on demand.
Take the advisor’s seat in a sample retirement review. Import the transcript, check the meeting note and draft a client follow-up in Atomiq.
Getting started
Your first local meeting
Practice importing a client transcript, checking the notes and saving the record in the advisor workspace.
Transcript review
How to review a transcript
A practical editing pass for an advisor and a client service associate.
Client communication
Draft a follow-up that the client recognizes
Turn the meeting’s action list into a short message your client can act on. Review the wording in Share before you choose where to send it.