AtlasFive
AtlasFive is a cloud-native wealth-management platform that brings entity and portfolio management together with general-ledger and fund accounting, transact…
What AtlasFive is
AtlasFive is a cloud-native wealth-management platform that brings entity and portfolio management together with general-ledger and fund accounting, transaction processing, and document management. It covers more than 270 workflows across investment management, accounting, tax, bill pay, fund accounting, and trust accounting. Trust features include information management, automated principal-and-income tracking, 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, Power BI integration, and natural-language analysis through EtonAI. Payments can include ACH, domestic and international wires, account transfers, and Positive Pay transactions. AtlasFive runs on isolated Azure single-tenant instances, with optional customer-managed encryption keys. Pricing is by deployment scope and typically starts in the six figures annually. The web platform is designed for family offices and other wealth-management organizations.
Good
- Covers more than 270 operational workflows
- Connects to more than 1,500 banks and custodians
- EtonAI extracts data from more than 250 document types
- Includes more than 50 pre-built reports
- Mobile app provides access to holdings, documents, and approvals
Watch out
- Pricing typically starts in the six figures annually
- Pricing depends on deployment size and complexity
- Web platform only
Who it suits
It is designed for single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners. Its workflows and trust tools may suit organizations managing complex accounting, investment, and document operations.
Verdict
AtlasFive brings wealth operations, accounting, document processing, and reporting into one cloud platform. Its deployment-based pricing makes it worth considering for organizations with needs that match its broad workflow coverage.
Plans and prices
From AtlasFive's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| AtlasFive® | Priced on request | Designed for staffed family offices at $500M+ of wealth; pricing scales with deployment size and complexity · Pricing is by deployment scope and typically starts in the six figures annually. |
The facts
Each one read from AtlasFive's own pages, with the date it was checked.
Where it runs
- Assets on platform
- Eton Solutions says AtlasFive is trusted by family offices and other firms managing more than $1.59 trillion in assets.checked 1 Oct 2026
What it does
- Audience
- The platform serves single and multi-family offices, business managers, wealth owners, registered investment advisors, private equity firms and partners.checked 2 Oct 2026
- BILL integration
- The BILL integration supports vendor payments using accounts at any U.S. bank.checked 2 Oct 2026
- Certifications
- The maker lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II and SOC 2 Type II certifications.checked 2 Oct 2026
- Data feeds
- AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians.checked 1 Oct 2026
- Data integrations
- AtlasFive® provides access to more than 1,500 banks and custodians directly or through partner aggregators, with daily automated data-feed processing and aggregation.checked 2 Oct 2026
- Deployment
- AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys.checked 2 Oct 2026
- Document processing
- EtonAI™ processes more than 250 document types, including brokerage statements, invoices, capital-call notices, distribution notices and tax forms.checked 2 Oct 2026
- Infrastructure
- AtlasFive uses continuous cloud-delivered updates, geographically distributed redundant systems, automatic scaling, and disaster-recovery design.checked 1 Oct 2026
- Mobile access
- The AtlasFive Mobile App gives family members access to net worth, investments, holdings, transactions, documents, approvals, bill submission, and secure messaging.checked 1 Oct 2026
- Payments
- The integrated payments gateway can initiate payment instructions to custodians, banks, funds and vendors, including ACH, domestic and international wires, account-to-account transfers and Positive Pay transactions.checked 2 Oct 2026
- Pricing guidance
- An Eton Solutions article says pricing typically starts in the six figures annually and scales with deployment size and complexity.checked 1 Oct 2026
- 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.checked 2 Oct 2026
- Reporting
- It offers more than 50 pre-built reports, custom dashboards through reporting APIs, Power BI integration and natural-language analysis with EtonAI™.checked 2 Oct 2026
- 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.checked 2 Oct 2026
- Security certifications
- The platform page lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II, and SOC 2 Type II certifications.checked 1 Oct 2026
- Support
- Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock.checked 2 Oct 2026
- Target users
- The platform is designed for single-family offices, multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.checked 1 Oct 2026
- Trust accounting
- AtlasFive provides trust information management, automated principal-and-income tracking, purpose-built trust reports, and automated annual account review.checked 1 Oct 2026
- Workflows
- AtlasFive manages more than 270 workflows across investment management, accounting, tax, document management, bill pay, transaction processing, fund accounting, and trust accounting.checked 1 Oct 2026
The company
- Company
- Eton Solutions is based in Research Triangle Park, North Carolina, with its international headquarters in Singapore.checked 2 Oct 2026
- Founded
- Eton Solutions was founded in 2015.checked 2 Oct 2026
- Headquarters
- Morrisville, North Carolina, United Stateschecked 28 Sep 2026
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