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

About AtlasFive

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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Company Information

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

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

AtlasFive Frequently Asked Questions

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AtlasFive Product Features