The Fathom Blog

3 ways to use the Insights Dashboard to confidently manage your clients

From cost spikes to slow sales, clients want decision-ready insights. See how advisors are forecasting cash flow with Fathom.

Clients aren’t chasing growth, they’re chasing survival. Learn how advisors are using Fathom to forecast break-even and protect profit.

Help clients navigate funding pressure and tough cashflow calls. See how advisors are forecasting loans, runway, and what comes next.

Help clients navigate tariff uncertainty with confidence. Learn how advisors are modelling the impact and planning ahead using Fathom.

The latest enhancements to Fathom’s Insights Dashboard, continuing our commitment to delivering greater value, usability, and actionable insights.

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

Shift from being reactive reporter to being a strategic storyteller, as Deborah Harris of Grow CFO Co. as she shares tips on how to become a finance leader with impact.

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.

Fathom blog post about the new Sage 50 integration adn an extra column option in reporting