I use Fathom for preparing management information and consolidated monthly reports. It has a multitude of useful report templates and customisable fields. Support (via chat) has been very helpful.

Great customer support whenever i have a query, very transaparent and helpful!

I love this app so much - its simple to use, so powerful. Ive used another app for the same purpose before and I just could not get into it. With Fathom, within 14 days I've already done 3 forecasts and set up plenty of reports. Training is also awesome.

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.