At Fathom, clarity means more than advice. It means giving you easy, secure access to the tools that help you stay informed and confident about your financial life. Our client portal brings everything together so you can see your progress, track your accounts, and connect with our team when you need us.
eMoney
Track your full financial picture in one place, with tools to monitor progress, model scenarios, and plan for the future.
Fidelity
Access and manage your investment accounts with ease, from reviewing performance to executing trades.
OneView
See a consolidated view of your accounts and financial information for simple, organized oversight.
eQuipt
Open, fund, and manage Pershing accounts online, with secure access and straightforward navigation.