The Fathom Blog

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

Discover the top advisory challenges firms face in 2025 and how leading practices are scaling insights, visibility, and value at speed.

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.

Learn how to keep your forecasts relevant all year with expert insights, best practices, and practical steps to stay agile and aligned with your goals

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.

Learn how Scrutton Bland transformed their error-prone Excel consolidations with Fathom, boosting efficiency, reducing stress, and enhancing report quality.

Discover how Elliott Davis transformed their consolidation workflow with Fathom, achieving precise reporting and greater client satisfaction.

Find out how Right Brain Insights transformed their consolidation process with Fathom, to achieve efficiency, better client engagement, and powerful financial insights.

Discover how Fathom transformed TheBeanCounters' reporting process, slashing consolidation time and enhancing strategic insights for smarter decision-making.