Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

distrib-u-tec serves as a comprehensive ERP accounting solution, enabling seamless access to information from various open protocol applications. This system is designed for efficient data management, allowing for single-entry data input, which subsequently becomes accessible throughout the integrated components of the platform. Real-time updates ensure that sub-ledger information, such as account balances and product availability, is always current. The software reduces the burden of month-end or cut-off tasks, facilitating the posting of entries to any period within the current fiscal year while providing users with control over period closures. All data is stored within a transaction table, making it easy to audit by various criteria such as batch, source, date, and control numbers. A complete audit trail for both GL and inventory transactions is consistently maintained, ensuring transparency. Users can explore every detail of transactions without any hidden information, guaranteeing clarity and comprehensive insight into the underlying data. Additionally, this system enhances operational efficiency by streamlining processes and minimizing administrative overhead.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

InterSect Business Systems

Founded

1996

Country

Canada

Website

www.distrib-u-tec.com

Product Features

Product Features

Food Service Distribution

Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management

Alternatives

Alternatives

Adagio Ledger Reviews

Adagio Ledger

Softrak Systems
Industrial Edition Reviews

Industrial Edition

AdvanTec Information Systems