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AtlasFive
Morrisville, North Carolina, United States
What it is
AtlasFive is a cloud-native wealth-management platform for family offices and related firms handling complex financial operations. It combines entity and portfolio management with general-ledger and fund accounting, transaction processing, and document management. More than 270 workflows cover investment management, accounting, tax, bill pay, document management, transaction processing, fund accounting, and trust accounting. Trust tools include information management, principal-and-income tracking, dedicated trust reports, and annual account review. EtonAI extracts information from more than 250 types of financial documents. AtlasFive connects to more than 1,500 banks and custodians directly or through partner aggregators, with automated daily data feeds. Reporting offers more than 50 pre-built reports, APIs, Power BI integration, and natural-language analysis through EtonAI. Payments can include ACH, domestic and international wires, account transfers, and Positive Pay transactions. A mobile app provides financial information, documents, approvals, bill submission, and secure messaging. The platform runs on isolated Azure single-tenant instances.
For and against
For
- More than 270 operational workflows
- Connections to over 1,500 banks and custodians
- Trust accounting and annual account review
- More than 50 pre-built reports
- Mobile access for family members
Against
- Pricing typically starts in the six figures annually
- Pricing scales with deployment size and complexity
- Platform is offered on the web
The verdict
AtlasFive brings accounting, investment, trust, document, payment, and reporting functions into one cloud platform. Its broad workflow and integration scope targets staffed wealth organizations, with pricing requiring a deployment discussion.
Who it suits
It is designed for single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners. It suits staffed organizations managing substantial, complex wealth operations.
Plans and prices
AtlasFive®
Designed for staffed family offices at $500M+ of wealth; pricing scales with deployment size and complexity
Read 2 Oct 2026 · eton-solutions.com
On the record
- Assets on platform
- Eton Solutions says AtlasFive is trusted by family offices and other firms managing more than $1.59 trillion in assets.eton-solutions.com · read 1 Oct 2026
- Audience
- The platform serves single and multi-family offices, business managers, wealth owners, registered investment advisors, private equity firms and partners.eton-solutions.com · read 2 Oct 2026
- BILL integration
- The BILL integration supports vendor payments using accounts at any U.S. bank.eton-solutions.com · read 2 Oct 2026
- Certifications
- The maker lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II and SOC 2 Type II certifications.eton-solutions.com · read 2 Oct 2026
- Company
- Eton Solutions is based in Research Triangle Park, North Carolina, with its international headquarters in Singapore.eton-solutions.com · read 2 Oct 2026
- Data feeds
- AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians.eton-solutions.com · read 1 Oct 2026
- Data integrations
- AtlasFive® provides access to more than 1,500 banks and custodians directly or through partner aggregators, with daily automated data-feed processing and aggregation.eton-solutions.com · read 2 Oct 2026
- Deployment
- AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys.eton-solutions.com · read 2 Oct 2026
- Document processing
- EtonAI™ processes more than 250 document types, including brokerage statements, invoices, capital-call notices, distribution notices and tax forms.eton-solutions.com · read 2 Oct 2026
- Infrastructure
- AtlasFive uses continuous cloud-delivered updates, geographically distributed redundant systems, automatic scaling, and disaster-recovery design.eton-solutions.com · read 1 Oct 2026
- Mobile access
- The AtlasFive Mobile App gives family members access to net worth, investments, holdings, transactions, documents, approvals, bill submission, and secure messaging.eton-solutions.com · read 1 Oct 2026
- Payments
- The integrated payments gateway can initiate payment instructions to custodians, banks, funds and vendors, including ACH, domestic and international wires, account-to-account transfers and Positive Pay transactions.eton-solutions.com · read 2 Oct 2026
- Pricing guidance
- An Eton Solutions article says pricing typically starts in the six figures annually and scales with deployment size and complexity.eton-solutions.com · read 1 Oct 2026
- Purpose
- AtlasFive® combines AI and data integration to manage more than 270 workflows across investment management, accounting, tax, document management, bill pay, transaction processing, fund accounting and trust accounting.eton-solutions.com · read 2 Oct 2026
- Reporting
- It offers more than 50 pre-built reports, custom dashboards through reporting APIs, Power BI integration and natural-language analysis with EtonAI™.eton-solutions.com · read 2 Oct 2026
- Security
- The maker states that data and documents are encrypted at rest and in transit using AES-256 and TLS, with role-based and entity-level access controls.eton-solutions.com · read 2 Oct 2026
- Security certifications
- The platform page lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II, and SOC 2 Type II certifications.eton-solutions.com · read 1 Oct 2026
- Support
- Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock.eton-solutions.com · read 2 Oct 2026
