Key Features of AtlasFive® include: 

Artificial Intelligence
Leverage EtonGPT for content generation, summarization and inferencing any data that is securely stored in your AtlasFive® instance. Automated extraction and ingestion of data from invoices, capital call notices, distribution notices, fund statements, etc., to eliminate manual data entry. 

Core Accounting
Integrated General Ledger, Trust, Partnership Accounting and Tax Ledger

Investment Management
Portfolio Management. Institutionalize family objectives and comply with regulatory requirements. Performance Management, Analytics and Reporting. Transform complex, portfolio data into concise reporting, analyze performance and risk, and turn insights into action.

Entity Management
Entity Management enabled by a data model created specifically for a family office. Synchronized management of intricate ownerships and reporting organizational hierarchies, ensuring you're always in control. Global Chart of Accounts that simplifies your financial reporting and tracking. Tailor the system to your unique needs with customizable fields.

Cash Management
AtlasFive’s® integrated Transaction Processing module enables payment instructions to your custodian, banks, funds or vendors. Initiate capital calls payments directly from AtlasFive platform and tag documents for future reference. Payment methods supported include Check Printing, Same Day and Standard ACH, Domestic and International Wires, Account to Account Transfers and Positive Pay transactions.

Intelligent Document Management
Integrated Document Management module stores all family related documents, including those related to philanthropy and grants.

Private Loan Module
AtlasFive® Private Loan module allows for creation and maintenance of all Notes and Loans.

Client Reporting
Bespoke client reporting delivered in seconds. Have your Family Office branding in AtlasFive’s® Client Portal, Mobile App and Custom Reports.

Data Integration
Aggregation and reconciliation of data from electronic feeds, bank portals, paper and electronic statements. Access to over +1500 banks and custodians direct or through our partner aggregators.