Abrigo TPG Software vs AtlasFive

Abrigo TPG Software is investment accounting and portfolio management software for financial institutions. It handles fixed-income assets and liabilities, including money markets, bonds, mortgage-backed securities and structured notes, with accounting, analysis, reporting and compliance reporting. Users can enter trades manually or import spreadsheets, then view holdings, positions and exposures in real time. Supported derivatives include interest-rate swaps, swaptions, options, forwards and futures with industry-compliant calculations. Deployment is cloud-hosted or on-premises. Optional ePortfolio gives clients online transaction entry, pledge updates and reporting. Listed integrations include Bloomberg, ICE, JPMorgan Pricing Direct, Yield Book, Intex, ZM Financial Systems and R2Metrics, plus custodial, general-ledger, ALM, DTCC, warehouse and access-management interfaces. Reports can be filtered, date-parameterized, batched, consolidated or customized through Report Manager and Crystal Reports. Configurable access and auditing controls are listed. Abrigo cites FFIEC alignment, SOC 1 Type 2 and SOC 2 Type 2 documentation, and backup replication across redundant facilities. Pricing is on request.

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.