Data
SD
Every System, Always in Sync
AtlasAI Agent
Action Layer
OnboardingCommunicationsBillingTransfers
Unified Data Layer
Client Information
742 clients synced
Accounts
2.7K accounts synced
Positions
11.8K positions synced
Households
89 households synced
Audit Log
4.2K events recorded
Data Sources
Connected
3h ago1.2K
Connected
3h ago876
Connected
3h ago654
Connected
3h ago287
Connected
3h ago847
Connected
3h ago4.5K
Connected
3h ago312
Live Data Operations
2m ago
Verified margin balance cleared before transfer submission
5m ago
Confirmed cost basis will transfer with ACAT — no manual follow-up required
12m ago
Cross-checked beneficiary designations across eMoney, CRM, and custodian — all match
18m ago
Verified household groupings across all accounts — no missing links detected
31m ago
Confirmed AAPL corporate action (split) reflected consistently across Schwab and Orion
45m ago
Flagged duplicate wire instructions across two Fidelity accounts — queued for review
1h ago
Reconciled custodian positions — 1,248 accounts verified, all balances match