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Average Ratings 0 Ratings
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
SS&C GlobeOp’s Total Return is a comprehensive system for portfolio management, investment accounting, partnership accounting, and general ledger operations, specifically tailored for alternative investment funds and family offices. This multi-currency platform adeptly handles complex securities and sophisticated investment strategies, catering to the intricate ownership structures and unique tax obligations that often accompany family office investments and private wealth funds. Beyond its cutting-edge portfolio management features and general ledger capabilities, the system also offers complete partnership accounting, facilitating automated valuation processes based on capital or shares, efficient income and expense allocations to partners, management fees, and the generation of detailed partnership reports. By integrating fund accounting, partnership accounting, and tax processing into a single platform, it not only streamlines operations but also mitigates potential operational risks, ultimately saving valuable time for users. This all-in-one solution is essential for those looking to enhance their operational efficiency and accuracy in managing complex investment portfolios.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
SS&C Technologies
Country
United States
Website
www.ssctech.com/solutions/products-a-to-z/total-return
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management