Fathom is a great software and does everything advisors need it to do, but the standout is the support feature! When you run into an issue, the team are fast to respond and helpful.

Very quick feedback and solve issues quickly. However, can we suggest Fathom subscription has the option to be linked to a bank account?

Fathom is extremely easy to use and the automation features save a lot of time. The quality of the reports and insights is excellent, clear, and very professional. In just a few weeks of using Fathom my company uncovered several important new insights into our performance and forecasts. A great tool for turning data into real business decisions.

I originally started using this tool to produce consolidated forecasts and cash flows, but I’ve since discovered that it offers much more functionality. I now use it to prepare my monthly financial report for the Board as well. The microforecasting feature makes running “what-if” scenarios very straightforward, and the drag-and-drop functionality on the roadmap makes rescheduling start dates a breeze. My only minor gripe is that you cannot consolidate individual company forecasts into a group-level forecast automatically; instead, you have to redo all your work at the consolidated level.

Great customer - instance address all my questions with custom videos to help me make a decision on using product. Has awesome UI very intuitive reporting and KPI tracking. Would recommend this to anyone want get better metrics in their business

The people who support this product are just as good at the product. Both are excellent