AtlasFive vs Clearwater Analytics
AtlasFive
eton-solutions.com
Clearwater Analytics
cwan.comSide by side
| Figure | AtlasFive | Clearwater Analytics |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Investment Accounting Software | 7.8 (#9) | 7.5 (#17) |
| Founded | Eton Solutions was founded in 2015. | 2004 |
| Headquarters | Morrisville, North Carolina, United States | Boise, Idaho, United States |
| 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. | Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets. |
| 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. | The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging. |
| Support | Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock. | The support page links technical help for Clearwater, Enfusion, and Beacon products. |
| 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. | The company describes its customers as asset managers, hedge funds, banks, insurers, asset owners, and corporations. |
Plans
In their own words
AtlasFive
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.
Clearwater Analytics
Clearwater Analytics has no write-up on Specifiction yet; its figures are above.