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AtlasFive
What AtlasFive is
AtlasFive is a cloud-native wealth-management platform that combines entity and portfolio management with accounting, transaction processing, and document management. It covers more than 270 workflows across areas including investment management, tax, bill pay, fund accounting, and trust accounting. EtonAI extracts information from more than 250 types of financial documents, while the platform connects with more than 1,500 banks and custodians directly or through partner aggregators. Reporting includes more than 50 pre-built reports, APIs, Power BI integration, and natural-language analysis through EtonAI. AtlasFive also includes trust information management, principal-and-income tracking, trust reports, and annual account review. Payments can include ACH, domestic and international wires, account transfers, and Positive Pay transactions. Family members can use the mobile app for financial information, documents, approvals, bill submission, and secure messaging. The platform runs on isolated Azure single-tenant instances. Pricing depends on deployment scope and typically starts in the six figures annually.
Who it suits
AtlasFive is designed for single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners. Its scope may suit staffed teams managing complex wealth, accounting, trust, and reporting workflows.
What it does well
- More than 270 workflows
- Connections to more than 1,500 banks and custodians
- EtonAI extracts data from 250+ document types
- More than 50 pre-built reports
- Mobile app supports approvals and secure messaging
What to know first
- Pricing typically starts in the six figures annually
- Pricing scales with deployment size and complexity
Limits
Pricing typically starts in the six figures annually and scales with deployment size and complexity. The listed plan is designed for staffed family offices at $500M or more of wealth.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| AtlasFive® | 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 | On request |
As eton-solutions.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Eton Solutions website.
- Contact Eton Solutions for pricing based on deployment scope.
- Arrange a deployment on an isolated Azure single-tenant instance.
- Use the web platform; family members can access supported features through the AtlasFive Mobile App.
Verdict
AtlasFive brings wealth operations, reporting, document handling, and payments into a cloud-native platform. Its pricing typically starts in the six figures annually and scales with deployment size and complexity.
Questions
How much does AtlasFive cost?
Pricing is on request. Eton Solutions says it typically starts in the six figures annually and scales with deployment size and complexity.
Which platforms does AtlasFive support?
The listed platform is web. The AtlasFive Mobile App provides family members with access to selected financial information and tasks.
Who is AtlasFive designed for?
Its audience includes single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.
What does AtlasFive manage?
It combines entity and portfolio management, accounting, transaction processing, and document management, across more than 270 workflows.
Which banks and custodians can it connect to?
AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians.
What security certifications does the maker list?
Eton Solutions lists ISO 42001, ISO 27001, ISO 27701, SOC 1 Type II, and SOC 2 Type II.
Facts from AtlasFive's own pages
- 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, 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, 2 Oct 2026
- BILL integration
- The BILL integration supports vendor payments using accounts at any U.S. bank. · eton-solutions.com, 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, 2 Oct 2026
- Company
- Eton Solutions is based in Research Triangle Park, North Carolina, with its international headquarters in Singapore. · eton-solutions.com, 2 Oct 2026
- Data feeds
- AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians. · eton-solutions.com, 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, 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, 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, 2 Oct 2026
- Founded
- Eton Solutions was founded in 2015. · eton-solutions.com, 2 Oct 2026
- Headquarters
- Morrisville, North Carolina, United States · eton-solutions.com, 28 Sept 2026
- Infrastructure
- AtlasFive uses continuous cloud-delivered updates, geographically distributed redundant systems, automatic scaling, and disaster-recovery design. · eton-solutions.com, 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, 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, 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, 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, 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, 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, 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, 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, 2 Oct 2026
- 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. · eton-solutions.com, 1 Oct 2026
- Trust accounting
- AtlasFive provides trust information management, automated principal-and-income tracking, purpose-built trust reports, and automated annual account review. · eton-solutions.com, 1 Oct 2026
- Workflows
- AtlasFive manages more than 270 workflows across investment management, accounting, tax, document management, bill pay, transaction processing, fund accounting, and trust accounting. · eton-solutions.com, 1 Oct 2026
Where AtlasFive stands on Freedom251
- Investment Accounting Software#9 of 30
- Family Office Software#11 of 24