AtlasFive

AtlasFive

Eton Solutions
MoneyWare

MoneyWare

Miles Software (EbixCash)
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+

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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.

About

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Wealth managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Eton Solutions
Founded: 2015
United States
eton-solutions.com/solutions/atlasfive/

Company Information

Miles Software (EbixCash)
Founded: 1999
India
www.milessoft.com/wealth-management-solution/

Alternatives

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
SOLIAM

SOLIAM

VERMEG
Prospero Suite

Prospero Suite

FINARTIS
FundCount

FundCount

FundCount Americas
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim AtlasFive and update features and information
Claim AtlasFive and update features and information
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Claim MoneyWare and update features and information