AtlasFive is a cloud-native wealth-management platform that combines entity and portfolio management with general-ledger and fund accounting, transaction processing, and document management. It is designed for family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners. The platform manages more than 270 workflows across investment management, accounting, tax, bill pay, and trust accounting. Its trust tools include information management, automated principal-and-income tracking, reports, and annual account review. EtonAI extracts information from more than 250 types of financial documents. AtlasFive connects to more than 1,500 banks and custodians directly or through partner aggregators, with automated daily data feeds. Reporting options include pre-built reports, APIs, Power BI integration, and natural-language analysis. The mobile app gives family members access to financial information, documents, approvals, bill submission, and secure messaging. AtlasFive is web-based; pricing depends on deployment scope and typically starts in the six figures annually.
Who it is for
AtlasFive is intended for single- and multi-family offices, wealth owners, registered investment advisors, business managers, and private-equity firms. Its feature set suits organizations coordinating investment, accounting, trust, and document workflows.
What is good
- Covers more than 270 workflows.
- Connects to more than 1,500 banks and custodians.
- EtonAI extracts data from over 250 document types.
- Includes pre-built reports, APIs, and Power BI integration.
- Mobile app supports approvals and secure messaging.
What to know first
- Pricing typically starts in the six figures annually.
- Designed for staffed family offices at $500M+ of wealth.
Verdict
AtlasFive brings wealth operations, accounting, trust workflows, and reporting into one platform. Its stated pricing and intended audience make deployment scope and organizational fit important considerations.
AtlasFive plans and pricing
All plansCompared on investment accounting software
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
- Workflow automation
- Yes
- Data import methods
- automated
