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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AtlasFive is an innovative wealth management platform that operates in the cloud and is enhanced by artificial intelligence, seamlessly bringing together entity management, portfolio tracking, general ledger and fund accounting, transaction processing, document storage, trust and partnership accounting, cash flow forecasting, and client reporting into one cohesive system. It utilizes the secure and private EtonAI technology to streamline over 270 workflows, efficiently extracting information from more than 250 document types while automating various tasks such as bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. Furthermore, AtlasFive provides users with dynamic insights, advanced semantic document search capabilities, AI-driven performance dashboards, risk alerts, and the ability to perform natural-language queries, all while operating within a governed and explainable AI framework that meets ISO certification standards. The platform is built on a robust, serverless architecture that ensures real-time backups, high availability, comprehensive audit trails, role-based access controls, and cybersecurity monitored by SOC standards, thereby guaranteeing a secure and efficient wealth management experience for its users. Ultimately, AtlasFive stands out as a comprehensive solution designed to accommodate the diverse needs of modern wealth management professionals.

Description

Merge various legal entities into a unified central system that facilitates seamless transactions and comprehensive reporting. Enhance your understanding and stay informed about your performance through adaptable real-time reports that cover all your companies or business divisions. Optimize intercompany transactions by executing the entire procedure from start to finish within a singular database, allowing for the inclusion of multiple legal entities in a single transaction while ensuring accurate allocations and reporting. Address your organization's security requirements now and lay the groundwork for future expansion by overseeing individual user access based on entity and role specifications. Confidently accelerate your growth with a reliable security framework. Create a distinct organizational hierarchy while gaining clarity on the access privileges associated with each role. Centralize the management of security roles to eliminate discrepancies and reduce the likelihood of errors. Streamline the processing of intercompany transactions across various business units, ensuring efficiency and accuracy in every step of the process. Emphasizing automation will not only simplify tasks but also enhance the overall operational effectiveness of your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Mekorma
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Vivid Reports

Integrations

Mekorma
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Vivid Reports

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Eton Solutions

Founded

2015

Country

United States

Website

eton-solutions.com/solutions/atlasfive/

Vendor Details

Company Name

Binary Stream Software

Founded

1999

Country

Canada

Website

www.binarystream.com

Product Features

Product Features

MRP

Bills of Material
Compliance Management
Document Management
Forecasting
Formula Management
Inventory Management
Order Management
Process Manufacturing
Product Configurator
Production Scheduling
Quality Control
Quality Management
Quote Management
Reporting/Analytics
Resource Management
Safety Management
Supplier Management
Supply Chain Management

Alternatives

Alternatives

TPdoc Reviews

TPdoc

TaxModel International