No. 8 of 30 ·Investment Accounting Software

AtlasFive

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Freedom report

One barScore 5.4

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

AtlasFive is ranked #8 of 30 in investment accounting software on Freedom251. It runs on Web.

AtlasFive plans and pricing

All plans

AtlasFive® Not published Pricing is by deployment scope and typically starts in the six figures annually. Designed for staffed family offices at $500M+ of wealth; pricing scales with deployment size and complexity eton-solutions.com · 2 Oct 2026

Compared on investment accounting software

Consolidated reporting: Yes
Investment accounting: Yes
Entity management: Yes
Document management: Yes
Workflow automation: Yes
Data import methods: automated

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The record

Purpose: AtlasFive is a cloud-native wealth-management platform integrating entity management, portfolio management, general-ledger and fund accounting, transaction processing, and document management.
Workflows: AtlasFive manages more than 270 workflows across investment management, accounting, tax, document management, bill pay, transaction processing, fund accounting, and trust accounting.
Target users: The platform is designed for single-family offices, multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.
Trust accounting: AtlasFive provides trust information management, automated principal-and-income tracking, purpose-built trust reports, and automated annual account review.
Document processing: EtonAI extracts data from more than 250 types of financial documents, including capital-call notices, distribution notices, and manager statements.
Data feeds: AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians.
Reporting: AtlasFive includes more than 50 pre-built reports, reporting APIs for custom solutions, Power BI integration, and natural-language report analysis through EtonAI.
BILL integration: Eton Solutions documents a BILL integration that lets users pay vendors using accounts at any U.S. bank.
Security certifications: The platform page lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II, and SOC 2 Type II certifications.
Infrastructure: AtlasFive uses continuous cloud-delivered updates, geographically distributed redundant systems, automatic scaling, and disaster-recovery design.
Support: Eton Solutions says its Global Service Center provides hands-on training, troubleshooting, proactive guidance, and dedicated experts available around the clock.
Mobile access: The AtlasFive Mobile App gives family members access to net worth, investments, holdings, transactions, documents, approvals, bill submission, and secure messaging.
Assets on platform: Eton Solutions says AtlasFive is trusted by family offices and other firms managing more than $1.59 trillion in assets.
Pricing guidance: An Eton Solutions article says pricing typically starts in the six figures annually and scales with deployment size and complexity.

Where it ranks on Freedom251

Best Investment Accounting Software in 2026#8 of 30
Best Family Office Software in 2026#6 of 24

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Sources

eton-solutions.com/solutions/atlasfive/· checked 1 Oct 2026
eton-solutions.com/fr/solutions/atlasfive/· checked 1 Oct 2026
eton-solutions.com/news/eton-solutions-introduces-atlasfiv· checked 1 Oct 2026
eton-solutions.com/articles/family-office-build-vs-buy/· checked 1 Oct 2026
eton-solutions.com/company/· checked 2 Oct 2026
eton-solutions.com· checked 28 Sept 2026