AtlasFive
eton-solutions.com
What it is
AtlasFive is a cloud-native wealth-management platform combining entity and portfolio management with general-ledger and fund accounting, transaction processing, and document management. It covers more than 270 workflows across investment management, accounting, tax, document management, bill pay, fund accounting, and trust accounting. Trust features include information management, automated principal-and-income tracking, purpose-built reports, and annual account review. EtonAI extracts data from more than 250 types of financial documents, including capital-call notices, distribution notices, and manager statements. AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians, with daily automated data-feed processing. Reporting includes more than 50 pre-built reports, APIs for custom solutions, Power BI integration, and natural-language report analysis through EtonAI. Its mobile app gives family members access to financial information, documents, approvals, bill submission, and secure messaging. AtlasFive runs on isolated Azure single-tenant instances, with optional customer-managed encryption keys; the maker also lists encryption and access controls. Pricing depends on deployment scope and typically starts in the six figures annually. The platform is designed for staffed family offices at $500M+ of wealth.
Spec sheet
- Purpose
- AtlasFive® combines AI and data integration to manage more than 270 workflows across investment management, accounting, tax, document management, bill pay, transaction processing, fund accounting and trust accounting.Read 2 Oct 2026 · eton-solutions.com
- Audience
- The platform serves single and multi-family offices, business managers, wealth owners, registered investment advisors, private equity firms and partners.Read 2 Oct 2026 · eton-solutions.com
- Deployment
- AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys.Read 2 Oct 2026 · eton-solutions.com
- Security
- The maker states that data and documents are encrypted at rest and in transit using AES-256 and TLS, with role-based and entity-level access controls.Read 2 Oct 2026 · eton-solutions.com
- Support
- Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock.Read 2 Oct 2026 · eton-solutions.com
- Headquarters
- Morrisville, North Carolina, United StatesRead 28 Sep 2026 · eton-solutions.com
- Founded
- Eton Solutions was founded in 2015.Read 2 Oct 2026 · eton-solutions.com
- Company
- Eton Solutions is based in Research Triangle Park, North Carolina, with its international headquarters in Singapore.Read 2 Oct 2026 · eton-solutions.com
- Assets on platform
- Eton Solutions says AtlasFive is trusted by family offices and other firms managing more than $1.59 trillion in assets.Read 1 Oct 2026 · eton-solutions.com
- BILL integration
- The BILL integration supports vendor payments using accounts at any U.S. bank.Read 2 Oct 2026 · eton-solutions.com
- Certifications
- The maker lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II and SOC 2 Type II certifications.Read 2 Oct 2026 · eton-solutions.com
- Data feeds
- AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians.Read 1 Oct 2026 · eton-solutions.com
- Data integrations
- AtlasFive® provides access to more than 1,500 banks and custodians directly or through partner aggregators, with daily automated data-feed processing and aggregation.Read 2 Oct 2026 · eton-solutions.com
- Document processing
- EtonAI™ processes more than 250 document types, including brokerage statements, invoices, capital-call notices, distribution notices and tax forms.Read 2 Oct 2026 · eton-solutions.com
- Infrastructure
- AtlasFive uses continuous cloud-delivered updates, geographically distributed redundant systems, automatic scaling, and disaster-recovery design.Read 1 Oct 2026 · eton-solutions.com
- Mobile access
- The AtlasFive Mobile App gives family members access to net worth, investments, holdings, transactions, documents, approvals, bill submission, and secure messaging.Read 1 Oct 2026 · eton-solutions.com
- Payments
- The integrated payments gateway can initiate payment instructions to custodians, banks, funds and vendors, including ACH, domestic and international wires, account-to-account transfers and Positive Pay transactions.Read 2 Oct 2026 · eton-solutions.com
- Pricing guidance
- An Eton Solutions article says pricing typically starts in the six figures annually and scales with deployment size and complexity.Read 1 Oct 2026 · eton-solutions.com
- Reporting
- It offers more than 50 pre-built reports, custom dashboards through reporting APIs, Power BI integration and natural-language analysis with EtonAI™.Read 2 Oct 2026 · eton-solutions.com
- Security certifications
- The platform page lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II, and SOC 2 Type II certifications.Read 1 Oct 2026 · eton-solutions.com
- Target users
- The platform is designed for single-family offices, multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.Read 1 Oct 2026 · eton-solutions.com
- Trust accounting
- AtlasFive provides trust information management, automated principal-and-income tracking, purpose-built trust reports, and automated annual account review.Read 1 Oct 2026 · eton-solutions.com
- Workflows
- AtlasFive manages more than 270 workflows across investment management, accounting, tax, document management, bill pay, transaction processing, fund accounting, and trust accounting.Read 1 Oct 2026 · eton-solutions.com
Plans and prices
AtlasFive® Priced on request Pricing is by deployment scope and typically starts in the six figures annually. Designed for staffed family offices at $500M+ of wealth; pricing scales with deployment size and complexity Read 2 Oct 2026 · eton-solutions.com
Strong points and limits
Strong points
- More than 270 workflows
- Connects to more than 1,500 banks and custodians
- EtonAI extracts data from over 250 document types
- More than 50 pre-built reports
- Mobile app includes approvals and secure messaging
Limits
- Pricing typically starts in the six figures annually
- Pricing scales with deployment size and complexity
- Designed for staffed family offices at $500M+ of wealth
- Pricing is on request
Who it suits
AtlasFive is aimed at single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners. Its described workflows and integrations suit organizations managing investment, accounting, trust, and document operations.
Verdict
AtlasFive brings wealth operations, accounting, document management, reporting, and data feeds into one cloud-native platform. Its pricing guidance and stated family-office focus indicate that deployment scope and organizational needs are important considerations.
Where Specifiction places it
- Family Office Software#6 of 247.8
- Investment Accounting Software#9 of 307.8
