AtlasFive vs Tracker
AtlasFive
eton-solutions.comTracker
tracker.us.comSide by side
| Figure | AtlasFive | Tracker |
|---|---|---|
| Price from | — | $40/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 9 |
| Spec score · Investment Accounting Software | 7.8 (#9) | 7.0 (#24) |
| Founded | Eton Solutions was founded in 2015. | 1997 |
| Headquarters | Morrisville, North Carolina, United States | 106 Langtree Village Drive, Suite 301, Mooresville, North Carolina 28117, United States |
| Reporting | It offers more than 50 pre-built reports, custom dashboards through reporting APIs, Power BI integration and natural-language analysis with EtonAI™. | It offers standard and custom reports with more than 150 reporting options. |
| 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 lists a customer support center open 8 am–6 pm EST, an on-demand tutorial, and no service contract fee. |
Plans
Tracker
- Market Price Import$40 a month
- Accuracy Check$50 a month
- Charts & Graphs$50 a month
- Enhanced Reporting$100 a month
- Multiple Transaction Import$100 a month
- General Ledger Interface$150 a month
- Tracker$395 a month
- Debt ManagerPriced on request
- Automatic Market PricingPriced 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.