AtlasFive

AtlasFive

Eton Solutions
+
+

Related Products

  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Premier Construction Software
    402 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • Foxit Document Workflow APIs
    6 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Xero
    5,909 Ratings
    Visit Website
  • optivalue.ai
    4 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Propel
    211 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website

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

Consolidate multiple legal entities into a single centralized instance with hassle-free transactions and reporting. Gain better insights and remain up-to-date on your performance with real-time flexible reports across all your companies or business units. Streamline intercompany transactions, and complete the process from end to end within a single database, and easily include multiple legal entities in a single transaction with proper allocations and reporting. Meet your company’s security needs today, and prepare for your future growth by managing each individual user’s access per entity and role. Scale your growth with confidence using a robust security setup. Establish a clear organizational structure with insight into each role's access levels. Manage security roles centrally to avoid inconsistencies and errors. Automate intercompany transaction processing across multiple business units.

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

Companies of all sizes in need of an MRP platform

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:

Review this Software

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

Binary Stream Software
Founded: 1999
Canada
www.binarystream.com

Alternatives

Alternatives

TPdoc

TPdoc

TaxModel International
FundCount

FundCount

FundCount Americas

Categories

Categories

MRP

MRP Features

Bills of Material
Compliance Management
Document Management
Forecasting
Formula Management
Inventory Management
Order Management
Process Manufacturing
Product Configurator
Production Scheduling
Quality Control
Quality Management
Quote Management
Reporting/Analytics
Resource Management
Safety Management
Supplier Management
Supply Chain Management

Integrations

Mekorma
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Vivid Reports

Integrations

Mekorma
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Vivid Reports
Claim AtlasFive and update features and information
Claim AtlasFive and update features and information
Claim Binary Stream Multi-Entity Management and update features and information
Claim Binary Stream Multi-Entity Management and update features and information