The Fathom Blog

3 ways to use the Insights Dashboard to confidently manage your clients

The latest enhancements to Fathom’s Insights Dashboard, continuing our commitment to delivering greater value, usability, and actionable insights.

Firms want to scale advisory, but face roadblocks. Learn why we built the Insights Dashboard and Portfolio plan to help overcome them.

Shift from being reactive reporter to being a strategic storyteller, as Deborah Harris of Grow CFO Co. as she shares tips on how to become a finance leader with impact.

Discover how the new Insights Dashboard and Fathom Portfolio plan give you a clear view of client performance to spot opportunities and engage at scale.

Fathom blog post about the new Sage 50 integration adn an extra column option in reporting

This year has proven to be another great chapter for the Fathom community. We'd like to extend our heartfelt thanks for your continuous support of Fathom and joining us on this journey in 2024.

We surveyed 80+ financial professionals to uncover the key challenges in forecasting. Discover insights and how Fathom can solve them.

Discover three practical ways to simplify your forecasting process, keep models up to date, and engage clients with impactful visuals. Learn how Fathom’s tools can save time, reduce errors, and bring clarity to your financial planning.

We’re excited to introduce our new Bulk Update feature. This highly requested functionality allows you to update multiple entities simultaneously with just a click, streamlining the process and saving valuable time.