Listen for the mandate
Record the advisor’s investment process and the questions they need answered.
Solutions / Asset Management
Record what the advisor requested.
Distribution teams use Atomiq to document meetings with financial advisors, track due-diligence requests and prepare the next handoff.
Advisor request
“Please send the due-diligence materials before our next committee meeting.”
Track the request
Capture which materials were requested and who will provide them.
Prepare the return visit
Use the last discussion to build an agenda for the next check-in.
Distribution meeting · Illustrative request
A committee deadline gives the handoff a shape.
A distribution associate brings an advisor meeting into Atomiq and records the request for due-diligence materials. Before sending the package, the associate checks the original passage for the committee date and flags it for confirmation.
“Please send the due-diligence materials before our next committee meeting.”
A distribution follow-up
Keep the deliverable and the open timing question together in the reviewed note.
Share a reviewed follow-up
- Deliverable
- Due-diligence materials requested by the advisor.
- Deadline
- Before the next committee meeting. Ask the advisor for its date.
- Return visit
- Confirm receipt and collect any questions the committee raises.