DST Atlas
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Built by a rep, with reps in mind.Market visibility and practical tools at no cost to you.

DST Atlas keeps offering details, diligence, exams, sponsor connections, and portfolio tools together so advisors can spend less time searching for information and more time using it.

White-Labeled Portfolios

Build white-labeled consolidated projections across offerings then compare scenarios for clients and print a deliverable.

Portfolio Builder

What you can sell

See the offerings your firm holds selling agreements with, with current equity availability and the material the sponsor has released.

Offerings

Exams in one place

Take offering exams beside the offering itself and earn a certificate with every pass. No other logins needed.

Testing

ID Form Tool

Create a compliant 1031 identification form with a simple, guided process.

Identification Form

Tools that do more.

See the offerings. Know the sponsors. Understand the market. Then use Portfolio Builder to turn that knowledge into a better client experience and stronger documentation.

Atlas Essentials are free for everyone. When a sponsor pays for additional premium services such as testing and Portfolio Builder, advisors and registered reps use those tools at no cost to themselves or their firm.

More on Portfolio Builder and Testing.

Getting access

  1. 1Register with your firm affiliation and role.
  2. 2We verify it - access is by approval, and reserved for qualified professionals.
  3. 3Sign in to the offerings your firm can sell, and the tools that come with them.

Questions, answered.

Is Portfolio Builder really free for me?

Yes. Portfolio Builder is a free tool for advisors and registered reps. Sponsors pay a fee to have their offerings listed on Portfolio Builder.

Does a portfolio hold my client's information?

No. A portfolio carries no confidential client information. It documents the exchange and the offerings selected.

Where do the projections come from?

Purely from the PPM provided by the sponsor and from any amendments.

What do I get when I pass an exam?

A certificate you can print that is stored in the platform. The pass is also recorded with your firm.