AtlasFive vs WealthSphere
AtlasFive
eton-solutions.comWealthSphere
mywealthsphere.comSide by side
| Figure | AtlasFive | WealthSphere |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Family Office Software | 7.8 (#6) | 6.7 (#24) |
| Audience | The platform serves single and multi-family offices, business managers, wealth owners, registered investment advisors, private equity firms and partners. | The maker lists corporate service providers, trust administration and accounting firms, company formation agencies, fiduciary firms, fund administrators, company secretaries, family offices, and law and accountancy firms as audiences. |
| Company | Eton Solutions is based in Research Triangle Park, North Carolina, with its international headquarters in Singapore. | WealthSphere is presented as a product by enSynergy, whose co-founder is described as having founded the company in 2000. |
| Deployment | AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys. | WealthSphere is available as cloud SaaS or on-premise software. |
| Founded | Eton Solutions was founded in 2015. | 2000 |
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.
WealthSphere
WealthSphere has no write-up on Specifiction yet; its figures are above.