AtlasFive vs RedBlack Portfolio Accounting
AtlasFive
eton-solutions.comRedBlack Portfolio Accounting
redblacksoftware.comSide by side
| Figure | AtlasFive | RedBlack Portfolio Accounting |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Investment Accounting Software | 7.8 (#9) | 6.6 (#27) |
| Headquarters | Morrisville, North Carolina, United States | Bedford, New Hampshire, 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. | RedBlack describes the product as portfolio accounting and reporting software for wealth managers, with portfolio reporting, billing, and a branded client portal. |
| 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. | RedBlack says its information security management system is ISO/IEC 27001 compliant and covers organizational, application, server, network, and physical security. |
| Support | Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock. | Customers can access product downloads and documentation through the Client Center and contact product support through the support portal or by email. |
Plans
RedBlack Portfolio Accounting
- Pricing on requestPriced on request
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.
RedBlack Portfolio Accounting
RedBlack Portfolio Accounting has no write-up on Specifiction yet; its figures are above.