AtlasFive vs Sharpfin Family Office Suite
AtlasFive
eton-solutions.comSharpfin Family Office Suite
sharpfin.comSide by side
| Figure | AtlasFive | Sharpfin Family Office Suite |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 4 |
| Spec score · Family Office Software | 7.8 (#6) | 7.7 (#9) |
| Deployment | AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys. | The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform. |
| Founded | Eton Solutions was founded in 2015. | LinkedIn states that Sharpfin was founded in 2014. |
| Headquarters | Morrisville, North Carolina, United States | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| 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. | Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance. |
| Reporting | It offers more than 50 pre-built reports, custom dashboards through reporting APIs, Power BI integration and natural-language analysis with EtonAI™. | Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports. |
| 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. | Sharpfin says fewer interfaces reduce intrusion risk and describes its platform as having high cybersecurity. |
| Support | Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock. | The maker provides sales and support contact addresses and directs enhancement requests to [email protected]. |
Plans
Sharpfin Family Office Suite
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced 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.
Sharpfin Family Office Suite
Sharpfin Family Office Suite has no write-up on Specifiction yet; its figures are above.