AtlasFive

AtlasFive

Eton Solutions
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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

ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal, and compliance to‑dos. Import ownership structures and master data from Addepar or Excel in minutes, with additional APIs available on demand. Eliminate clutter and focus on must‑have information, data, and documents only. Intuitive search lets you find everything in seconds. Automated checks ensure your data is flawless, while auto‑generated structure charts paint clear, relevant pictures at any point in time, past, present, or future. Built‑in auto‑reporting features guarantee compliance with the Corporate Transparency Act and other regulations. Share important data and documents in seconds via secure links; retrieve information from third parties using automated workflows, and upload only links. Enjoy peace of mind knowing everything is protected by zero‑trust encryption at all times. ORCA’s zero‑trust cloud ensures that only you can access your sensitive data.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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

Legal, compliance, and tax professionals in mid‑to‑large firms requiring a tool to streamline entity management, reporting and audit-ready documentation

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

ORCA
Founded: 2017
Switzerland
www.withorca.com

Alternatives

Alternatives

ORCA

ORCA

Geothentic
ORCA

ORCA

Adtec

Categories

Family Office Supported

Categories

Entity Management Supported
Family Office Supported

Integrations

Addepar Not Supported
Microsoft Excel Not Supported

Integrations

Addepar Supported
Microsoft Excel Supported
Claim AtlasFive and update features and information
Claim AtlasFive and update features and information
Claim ORCA and update features and information
Claim ORCA and update features and information