Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    8,335 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    402 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,112 Ratings
    Company Website
  • Foxit Document Workflow APIs Reviews & Ratings
    6 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,869 Ratings
    Company Website
  • Propel Reviews & Ratings
    204 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • MongoDB Atlas Reviews & Ratings
    1,652 Ratings
    Company Website

What is AtlasFive?

AtlasFive represents a cutting-edge wealth management solution that functions on a cloud infrastructure enhanced by artificial intelligence, effectively integrating entity management, portfolio oversight, general ledger and fund accounting, transaction handling, document preservation, trust and partnership accounting, cash flow predictions, and client reporting into a unified framework. This platform leverages the secure EtonAI technology to refine over 270 workflows, adeptly extracting data from over 250 types of documents while automating numerous processes, including bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. In addition, AtlasFive equips users with real-time insights, sophisticated semantic document search functionalities, AI-enhanced performance dashboards, risk notifications, and the capability to execute natural-language inquiries, all within a regulated and transparent AI framework compliant with ISO certification standards. Built on a resilient, serverless architecture, the platform ensures continuous backups, high availability, detailed audit trails, role-based access management, and cybersecurity adherence to SOC standards, which collectively provide a secure and efficient wealth management experience for users. Ultimately, AtlasFive distinguishes itself as a holistic solution catering to the multifaceted requirements of contemporary wealth management professionals, making it a vital tool in today's financial landscape.

What is Asset Vantage?

Family office software designed to deliver a holistic view of a family's total net worth can fall short if it emphasizes only portfolio reporting without adequate accounting, resulting in an incomplete understanding of financial health. In the current rapid-paced financial world, ultra-high-net-worth individuals are no longer inclined to wait until the end of a quarter to assess their financial condition. They face the pressing need to act swiftly when over-leveraged properties threaten to deplete their resources before the month closes, or when immediate actions are required to realize losses to offset short-term capital gains as the year draws to a close. Moreover, the timing of liquidity needs rarely coincides with the best investment opportunities, highlighting the importance of having timely access to financial insights. In this environment where data informs decisions, financial information that isn't consistently aggregated, accounted for, reconciled, and reported on the same day quickly loses its relevance. Single Family Offices face unique hurdles in managing accounting and financial reporting, yet these challenges can be effectively addressed through our integrated general ledger and portfolio reporting software, which simplifies operations and boosts efficiency. By leveraging our innovative solution, family offices can ensure they obtain timely insights into their financial circumstances, allowing them to stay proactive in an ever-evolving market. This capability not only helps them respond to immediate financial demands but also positions them for long-term success.

Media

Media

Integrations Supported

Efinity

Integrations Supported

Efinity

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Eton Solutions

Date Founded

2015

Company Location

United States

Company Website

eton-solutions.com/solutions/atlasfive/

Company Facts

Organization Name

Asset Vantage

Date Founded

2011

Company Location

United States

Company Website

www.assetvantage.com

Categories and Features

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Popular Alternatives

Popular Alternatives

FundCount Reviews & Ratings

FundCount

FundCount Americas
The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
Asseta Reviews & Ratings

Asseta

Asseta.ai
SS&C Family Office Services Reviews & Ratings

SS&C Family Office Services

SS&C Technologies