AtlasFive
6.0#13 in investment accounting softwareWeb
VisitAtlasFive vs FundCount
What both publish
| Fact | AtlasFive | FundCount |
|---|---|---|
| Audience | The platform serves single and multi-family offices, business managers, wealth owners, registered investment advisors, private equity firms and partners. | FundCount says it serves family offices, fund administrators, hedge funds, and private equity firms. |
| 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. | FundCount says it has interfaces with dozens of banks, brokers, and custodians and imports data through its ETL Importer, including Excel, CSV, text, and XML formats. |
| Deployment | AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys. | FundCount can run on premises, in a private or public cloud, or as a fully managed single-tenant SaaS environment. |
| Founded | Eton Solutions was founded in 2015. | 1999 |
| Headquarters | Morrisville, North Carolina, United States | Barbados |
| 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 financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. |
| 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. | FundCount provides a security and compliance center covering access, incident response, change management, subprocessors, penetration-test materials and audit reports, with some documents potentially requiring an NDA. |
AtlasFive plans
- AtlasFive®Priced on request
FundCount plans
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Shadow Hedge Fund$35,899 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
Pick AtlasFive if…
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.
Pick FundCount if…
FundCount is aimed at family offices, fund administrators, hedge funds, and private equity firms. Its accounting and reporting features suit organizations handling multiple asset classes or partnership structures.