AtlasFive vs Ginkgo

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.

Ginkgo is a web-based wealth-management platform for family offices and corporate investment platforms. It ingests, parses and reconciles financial information across asset classes from custodian feeds, data APIs and emailed PDFs, contract terms and screenshots. Its core capabilities include AI-powered data ingestion, forecasting passive asset events and customizable output. Supported assets span equities, fixed income, funds, structured products, options, private equity, alternatives, crypto and multi-currency cash. Ginkgo performs daily two-way trade reconciliation and says it detects errors automatically and sends alerts. Users can configure charts themselves in 10 minutes, request team customization in one day, or ask for a PPT/PDF template to be replicated in one week. It aggregates custodian feeds and APIs; Bloomberg feeds and sell-side research are inputs for corporate bond analysis. Ginkgo says data is hosted in AWS Singapore and does not leave Singapore. Described safeguards include AWS KMS key management, AES-256 storage encryption, TLS transmission encryption, role-based access and multifactor authentication. Third-party security certification status is still to be confirmed. Pricing is on request; deployment is free for 4–8 weeks, and the listed trial rate is $1,000 a month, with contract rate thereafter.