Archway Platform vs AtlasFive

Archway Platform is paid web software that combines investment aggregation, accounting, and reporting on one general ledger. The same ledger serves as both investment and accounting books of record. It aggregates public and private markets, liquid and illiquid assets, and held-away and managed positions, with performance, investor, and multi-currency reporting. Accounting workflows include invoice intake, approval routing, vendor verification, fraud controls, payments, and reconciliation. Fund administration records agreement-based waterfall calculations as journal entries and provides capital accounts and K-1 summaries. Carried-interest tools cover grants, vesting, forfeitures, scenario modeling, and distributions with traceable allocations. A branded client portal uses the same ledger and includes approvals. Supported structures include trusts, LLCs, partnerships, foundations, private funds, fund of funds, mutual funds, pooled cash vehicles, omnibuses, and individuals. Pricing is on request under fixed annual pricing based on entities, services, and users.

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.