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What is i-Trust?

i-Trust is a dedicated software solution for trust accounting, featuring a robust, audit-tested framework, detailed audit trails, and subsidiary ledgers. This application is specifically designed for the administration of client trust accounts and provides an automated client ledger that boasts an intuitive and efficient interface for overseeing an unlimited number of trust funds, a capability it has maintained since its inception in 1988. With a strong emphasis on automation and flexibility, it guarantees a comprehensive audit trail for all transactions carried out. Furthermore, the platform ensures stringent data integrity through sophisticated database maintenance tools, which are meticulously crafted to uphold and enhance trust accounting standards. Consequently, i-Trust serves as an invaluable asset for professionals aiming to optimize their trust account management practices. By leveraging this software, users can significantly reduce the time spent on manual processes while ensuring compliance with regulatory requirements.

What is Dingosoft Trust Accounting?

Dingosoft Trust Accounting is distinguished as the only prominent ERP trust accounting software currently on the market. Utilizing the Sage 300 Software Development Kit, it operates as a fully integrated module that includes all vital ERP functionalities. This advancement removes the need for multiple add-ons and specialized solutions, granting users a complete mainstream ERP accounting system with built-in trust accounting capabilities. Tailored specifically for law firms, accounting practices, real estate agencies, and other sectors that handle client funds in escrow, Dingosoft Trust Accounting proves to be an essential tool. It features a powerful multi-user and multi-currency Trust Ledger that effectively manages all types of transactions, such as receipts, payments, transfers, and adjustments. Additionally, its smooth integration with Sage 300 ERP Bank Services streamlines the reconciliation of trust bank accounts by enabling the easy import of statements for automatic reconciliation. As a result, Dingosoft Trust Accounting empowers firms to elevate their financial management processes while maintaining compliance and precision in accounting practices. In an increasingly complex financial landscape, this solution provides the stability and efficiency that professionals need to thrive.

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

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$1895.00/one-time/user
Free Trial Offered?
Free Version

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

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

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

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Golden Omega

Date Founded

1988

Company Location

United States

Company Website

www.goldenomega.net/trust-accounting-software/

Company Facts

Organization Name

Dingosoft

Date Founded

1999

Company Location

Australia

Company Website

www.dingosoft.co

Company Facts

Organization Name

Eton Solutions

Date Founded

2015

Company Location

United States

Company Website

eton-solutions.com/solutions/atlasfive/

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

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