Atlas Command Center
Your managers
Every page Harborline Trust Company supervises, in one place — and nothing a manager publishes goes live until your reviewer approves it.
Your wholesalers
Grant your people supervision seats across your managers’ pages. Seats are carried by your organization and never count against a manager’s plan.
Wholesaling
Your organization’s own advisor book, across every manager who granted you distribution. Advisors here belong to you — add them, send links, watch engagement, and log your outreach.
Enrollment
Supervision begins only when a manager accepts. Every proposal, acceptance and ending is written to an append-only record you can hand to an examiner.
What this firm sees on its own Team screen — including the part it cannot change.
As the CIT trustee, Harborline Trust Company is responsible for this page’s marketing. The editor keeps editing as normal — every save is recorded, and the live page moves when a reviewer approves the change. This setting is managed by the trustee and cannot be switched off here.
Running a TPM instead of a trust company? Same console, same queue — this approval layer is optional and granted by each manager, since a TPM is not the legal owner of the marketing.