Atlas Field Manual
Atlas is the most weaponized advisor intelligence platform in asset management. 466,031 advisors. 450,741 verified emails. 13F holdings, ADV filings, disciplinary flags, momentum scores, peer clusters. This manual shows you how to use every single feature.
Atlas does two things: it tells you who already holds your ticker (so you can deepen the relationship) and who looks just like them but doesn't yet (so you can close the gap). Everything else in this manual is a sharper version of one of those two ideas.
Wholesalers don't care about feature lists. They care about answers. Here's every question Atlas answers and which feature gets you there.
Each feature has a TL;DR for skimmers, a "How to use it" for operators, and a "When to call it in" for the strategic moment that makes it lethal. Look for the badges showing which audience benefits most.
Open the Intelligence tab → click 📈 Momentum. Filter by your ticker. The list is pre-sorted by velocity — biggest adds at the top, biggest trims at the bottom. Click any firm to see the position size and the wholesaler-ready talking point.
Monday morning. Before territory planning. Before a wholesaler conference. Any time you need to know "who's loving us right now" — the answer is in the top 20 rows.
Click 🔗 Overlap Matrix. Select your ticker. Atlas computes co-occurrence across every 13F filer — if 60% of BTAL holders also own TAIL, that's your introduction angle, your panel pairing, and your ad targeting all in one number.
Planning a webinar lineup. Sourcing a panel for an advisor dinner. Building lookalike audiences. Pitching a competitor's holders.
Open 📉 Conviction Decay. The list is short on purpose — only firms with multi-quarter declining patterns. Each row tells you the ticker being trimmed, the velocity of the trim, and contact info for the PM.
Right now. Decay signals are perishable — once they've fully exited, the conversation is gone. Wholesalers should run this view every Monday and own the alert list for the week.
Click 🌊 Style Drift. Each row shows the firm, their drift direction (value→growth or vice versa), and the magnitude. Filter to match your fund's style — if you're a value shop, hunt the growth→value drifters.
When you've exhausted your existing pipeline. When a style shift in the market is creating new urgency (e.g., post-rate-cut, post-correction). Drifters are uniquely open right now.
Open 👥 Peer Clusters. Atlas has pre-built clusters across 10 client tickers. Pick yours, see the matched non-holders, and export the list to CSV with one click.
When you're ready to scale outbound. Cold lists are dead — peer-cluster lists are warm before you've sent a single email.
Open any firm detail page. The "Philosophy" and "Fees" sections are auto-populated from the latest brochure. Search for keywords like "tactical" or "factor-based" to find RIAs whose stated style matches your fund.
Pre-call research. Compliance pre-check. Pitch personalization — quoting a firm's own brochure language is the fastest credibility move there is.
Open 📋 ADV Part 1. Stack filters: HNW + Discretionary + $500M+ AUM = your tier-1 target list. Save the search and Atlas will email you when new firms match.
Building a launch campaign. Defining a wholesaler territory. Sizing a TAM. Anything that requires segmentation, do it from ADV Part 1 — not LinkedIn guesses.
Every individual profile has a "Disciplinary" badge if any flags exist. Click ⚠️ Disciplinary for the full searchable list. Use the filter to exclude flagged advisors from any export.
Before every cold email batch. Before every podcast booking. Before every advisor dinner invite. Compliance is cheaper to do upfront than to undo.
Upload your target list. Atlas matches against the connected Substack subscriber database and flags overlaps. Send the flagged subset first — they already trust the source.
Any outbound campaign where warm matters. Sponsor outreach. Webinar invites. Conference dinner targeting.
Open 🎙️ Podcast History. Filter by show, by date range, or by topic. Use the "I heard you on…" angle in your first email — it's the highest-converting opener in cold outreach.
Sourcing podcast guests for your own show. Identifying KOLs in a category. Personalizing high-stakes outreach.
Build a filter (e.g., "HNW + $1B+ AUM + Schwab custodian + adding BTAL"). Hit Save. Name it. Pick your delivery cadence. Done. The alert fires daily at 7am ET.
Once. Set them up once on Day 1 and they run forever. Smart wholesalers maintain 5-10 saved searches covering their entire territory.
Create a list (e.g., "Northeast Tier 1"). Add advisors from any view. Invite teammates by email. Everyone sees the same status flags ("called," "meeting set," "passed").
Multi-wholesaler firms. Conference targeting. Coordinated campaigns where you don't want two reps calling the same advisor.
Admins open the Activity tab. See per-user engagement: searches run, lists built, exports pulled, conversion to meetings booked. Sort by ROI.
Quarterly performance reviews. Renewal conversations. ROI proof for the issuer client paying for Atlas.
Bronze = read-only access for one user. Silver = saved searches, CSV exports, 3 seats. Gold = peer clusters, API access, unlimited seats, custom integrations.
Start every new issuer on Silver. Upsell to Gold when they've maxed seats or want API access for their CRM.
Hit https://atlas.leadlagmedia.com/api/manifest.json for the full endpoint list. Each endpoint returns clean JSON — momentum, decay, drift, overlap, peers, adv1, flags, podcast. Cache-friendly, refreshed hourly.
When an enterprise client wants Atlas data inside their existing tools instead of a separate login.
Add the Atlas bot to your Slack workspace. Type /atlas followed by a name, firm, or ticker. Get instant results inline.
Mobile wholesalers. Field reps between meetings. Anyone who lives in Slack and hates context-switching.
Subscribe at the Atlas Index Substack. Forward to advisors as a value-first warm-touch. Wholesalers, use the weekly stat as your Monday morning conversation starter.
Demand-gen. Thought leadership. Free awareness driver that runs forever once the cron is set.
These are the exact sequences our top issuer clients run. Steal them.
Click any card to see the exact play — step by step, with animated demonstration. No video. No buffering. Just the workflow.
Eight JSON endpoints, hourly-refreshed, no auth required for read-only intel.
13F filings: refreshed monthly on the 1st (cron 498e91dc). ADV Part 2 brochures: refreshed daily at 03:00 UTC (cron a8368854). Email enrichment: continuous via Apollo + Lusha. Atlas itself auto-deploys whenever the underlying database changes — usually within 60 minutes.
Atlas pulls from SEC IAPD, FINRA, public 13Fs, and verified email providers. If something looks wrong, it's almost always wrong upstream — but flag it and we'll override in the local DB.
Yes, but you usually shouldn't. The one-click Smartlead push (Feature 12) is faster, dedupes automatically, and respects the cross-channel block. CSV exports are for compliance audits, not workflow.
Three things. (1) Holdings intelligence — momentum, decay, drift, peer clusters — none of the legacy databases compute these. (2) Speed — Atlas refreshes daily, legacy tools refresh quarterly. (3) Workflow — one-click push to Smartlead, saved searches, shared lists. Legacy tools are databases. Atlas is a hunting system.
Atlas surfaces data. You're responsible for what you send. The disciplinary flags (Feature 8) help you stay clean, but every issuer should run their own compliance review on outbound copy.
Direct integrations: Smartlead (Feature 12). Via API: Salesforce, HubSpot, anything that consumes JSON (Feature 16). Slack/Teams: Feature 17.
Click the floating "?" button in the bottom-right corner of Atlas, then choose "Replay Tour."
Michael Gayed, CFA — michaelgayed@leadlagmedia.com. Atlas is built and operated by Lead-Lag Media.
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