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ease
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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

Timworks stands out as the premier client support and communication application designed to make customer support a breeze, featuring secure audit trails and unlimited client access. With its seamless integration into your favorite tools, Timworks enhances your workflow, allowing you to operate more swiftly and effectively. You can effortlessly send invoices directly from the chat to platforms like Dext or HubDoc in mere moments. Rest assured that your clients' data is protected with Timworks, which is fully compliant with GDPR standards, ensuring you're always prepared for audits while safeguarding sensitive information. Say goodbye to endless email exchanges; our real-time communication feature not only demonstrates your commitment to clients but also enables you to address their inquiries within seconds. By simply adding a colleague to the relevant client accounts, you can enjoy some much-needed downtime. Additionally, your clients will benefit from the support of our ChatGPT-powered assistant, which is equipped to handle inquiries and questions, ultimately saving you valuable hours each week and enhancing overall productivity. With Timworks, both you and your clients are set to experience a significant boost in efficiency and satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AutoEntry No 
ChatGPT No 
Datamolino No 
Dext Commerce No 
Hubdoc No 
Slack No 
Xero No 

Integrations

AutoEntry Yes 
ChatGPT Yes 
Datamolino Yes 
Dext Commerce Yes 
Hubdoc Yes 
Slack Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$63.84 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Eton Solutions

Founded

2015

Country

United States

Website

eton-solutions.com/solutions/atlasfive/

Vendor Details

Company Name

Timworks

Country

United Kingdom

Website

www.timworks.com

Product Features

Product Features

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Alternatives

Alternatives

i-Trust Reviews

i-Trust

Golden Omega