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What is Timworks?

Timworks distinguishes itself as the leading application for client support and communication, designed to streamline customer assistance while providing secure audit trails and unlimited access for clients. By seamlessly integrating with your preferred tools, Timworks significantly improves your workflow, enabling you to work both faster and more efficiently. You can quickly send invoices right from the chat to platforms such as Dext or HubDoc, making the process incredibly swift. Your clients' information is safeguarded with Timworks, which adheres to GDPR regulations, ensuring that you are always audit-ready while protecting sensitive data. Eliminate the hassle of endless email threads; our real-time communication feature showcases your dedication to clients and allows you to resolve their questions in a matter of seconds. Adding a colleague to specific client accounts can grant you some well-deserved breaks. Moreover, your clients will have access to an assistant powered by ChatGPT, capable of addressing their inquiries and questions, which can ultimately save you precious hours each week and boost overall productivity. With Timworks, both you and your clients can expect a notable increase in efficiency and satisfaction, paving the way for enhanced collaboration in the future. This innovative tool truly redefines how client interactions are managed and optimized.

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.

Media

Media

Integrations Supported

AutoEntry
ChatGPT
Datamolino
Dext Commerce
Hubdoc
Slack
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

$63.84 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Timworks

Company Location

United Kingdom

Company Website

www.timworks.com

Company Facts

Organization Name

Eton Solutions

Date Founded

2015

Company Location

United States

Company Website

eton-solutions.com/solutions/atlasfive/

Categories and Features

Customer Service

Not specified

Categories and Features

Family Office

Not specified

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