AtlasFive vs CrossVal
AtlasFive
eton-solutions.com
CrossVal
crossval.comSide by side
| Figure | AtlasFive | CrossVal |
|---|---|---|
| Price from | — | 550 AED/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 2 |
| Spec score · Investment Accounting Software | 7.8 (#9) | 7.9 (#6) |
| Company | Eton Solutions is based in Research Triangle Park, North Carolina, with its international headquarters in Singapore. | CrossVal is a product of xVal Technologies Ltd., founded in 2022 and headquartered in Dubai. |
| Founded | Eton Solutions was founded in 2015. | 2022 |
| Headquarters | Morrisville, North Carolina, United States | Dubai, United Arab Emirates |
| 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. | CrossVal automates cash visibility and financial operations for businesses in the UAE and wider region. |
| 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. | CrossVal says customer data is stored in AWS and MongoDB with encryption, role-based access controls, backups, and security updates. |
| Support | Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock. | The Launch plan includes dedicated support, while Enterprise includes dedicated support and a dedicated implementation team. |
| 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. | CrossVal describes its audiences as finance teams, startup founders, accountants and bookkeepers, and CFOs and controllers. |
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.