AtlasFive vs Elysys
AtlasFive
eton-solutions.comElysys
elysys.comSide by side
| Figure | AtlasFive | Elysys |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Family Office Software | 7.8 (#6) | 7.8 (#7) |
| Deployment | AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys. | Elysys describes on-premises, private cloud, and Microsoft Dynamics 365 Business Central SaaS deployment options. |
| Headquarters | Morrisville, North Carolina, United States | The contact page lists an Elysys Monaco address at L’Astoria, 26 bis Boulevard Princesse Charlotte, 98000 Monaco, and a US address in New York City. |
| 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. | Elysys combines AI-driven intelligence with end-to-end accounting and investment management for family offices. |
| Reporting | It offers more than 50 pre-built reports, custom dashboards through reporting APIs, Power BI integration and natural-language analysis with EtonAI™. | Elysys Analytics aggregates financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis. |
| 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 maker says access controls are role-based and data is encrypted at rest with TDE and BitLocker and in transit with TLS; encryption cannot be turned off. |
| Support | Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock. | Elysys describes implementation, training, and ongoing specialist support through its global network of Microsoft Dynamics partners. |
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.
Elysys
Elysys is a family-office platform that combines wealth management, accounting, bill pay, cash flow, and investment management. It handles real estate, businesses, investments, and trusts across multiple entities and jurisdictions. Portfolio tools cover order books, deal flow, performance and risk, benchmarks, and investment mandates; accounting tools include general-ledger and investment accounting, receivables, tax and regulatory reporting, asset tracking, and consolidation. Elysys Analytics brings financial data into Power BI dashboards and reports, including performance, risk, ESG, and scenario analysis. Country-specific settings address tax, accounting, reporting, language, and currency needs, with intercompany transaction support. Built on Microsoft Dynamics 365 Business Central, it offers apps through Microsoft AppSource and describes connections to custodians, brokers, financial data providers, EDI, and data aggregators. Deployment options include on-premises, private cloud, and Business Central SaaS. It runs on Android, iOS, macOS, web, and Windows, with self-hosted deployment also listed. Pricing is on request.