AtlasFiveEton Solutions
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DocMastRParrotCode
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About
AtlasFive is a cloud-native, AI-enhanced wealth management platform that unifies entity management, portfolio oversight, general ledger and fund accounting, transaction processing, document storage, trust and partnership accounting, cashflow forecasting, and client reporting into a single ecosystem. By integrating secure, private EtonAI technology, it automates tasks across 270+ workflows, extracting data from 250+ document types, automating bank reconciliations, trust distributions, tax ledger entries, cash-management payments, and investment allocations. It delivers dynamic insights, semantic document search, AI-powered performance dashboards, risk alerts, and natural-language queries, all within a governed, explainable, ISO‑certified AI framework. Built on resilient, serverless architecture with real-time backups, high availability, audit trails, role-based access, and SOC‑monitored cybersecurity.
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About
Quote "It is certainly far more than a simple document management tool, more an overall enterprise information/knowledge management system". DocMastR stores documentation and connects project teams using document management. Easy controlled access of documentation to the entire organization including Clients, Vendors and Suppliers. Transmittal management of all Client and Vendor Documents. Automated Master Document Register (MDR). Look-Ahead reports are pro-active and alert document owners of the documents due within the look-ahead period, thus they assist in forward planning individual’s workloads. Late reports result in a reactive response. Documents appear on the Late report either because the forecast issue date was unrealistic in the first place, in which case it should be re-forecast, or, because Client, company or Vendor are overdue creating or reviewing the document. Greenbook Technology, Proposal Management. Automated Databook Generation. Bespoke Reporting.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Family offices and requiring a tool to automate accounting, trust and fund workflows, streamline reporting, and gain intelligent insights across complex asset and entity structures
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Audience
Companies and organization seeking an engineering document management solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEton Solutions
Founded: 2015
United States
eton-solutions.com/solutions/atlasfive/
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Company InformationParrotCode
Founded: 2010
Canada
www.parrotcode.com
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
No info available.
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Integrations
No info available.
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