AtlasFive
AtlasFive: A broad family-office system for accounting, entities, documents, payments, and reporting. Ranked #4 of 24 in Family Office Software by our editors (9.0/10); pricing: Pricing on request; best for offices needing accounting and operational workflows.
At a glance
- Editor score9.0 / 10
- PricingPricing on request
- Best forOffices needing accounting and operational workflows
- Consolidated reportingYes
- Founded2015 · Morrisville, North Carolina, United States
- Facts checked22 Sep 2026
Where it wins
- Combines general-ledger, trust, partnership, and tax accounting
- Connects entity management, documents, bill pay, and workflow automation
- Consolidates reporting across entities, accounts, and investments
Where it doesn't
- Pricing uses a contact-sales model
- Web is the listed platform
- Integration coverage includes BILL and Power BI
Our verdict on AtlasFive
AtlasFive is a cloud-native wealth management platform for single-family offices, multi-family offices, wealth owners, registered investment advisors, and related wealth-management firms. Its scope spans general-ledger, trust, partnership, investment, and tax accounting, alongside portfolio management, performance reporting, entity management, document storage, transaction processing, cash management, bill pay, and workflow automation. The platform is designed for organizations managing complex ownership structures, trusts, partnerships, alternative investments, and consolidated views across entities and accounts.
Pricing follows a contact-sales model, with deployment requirements shaping the scope. The published product details position AtlasFive as a broad operating system rather than a narrow accounting application: core workflows cover financial records, ownership and relationships, documents, payments, reviews, and reporting in the same platform. Automated transaction processing and data extraction from financial documents support data import workflows, while AI-assisted analysis, OCR, and document classification add automation to document-heavy operations. Secure document storage includes permissions, audit trails, and search.
Its ecosystem fit is more focused than its functional breadth. The listed integrations are BILL and Power BI, and web is the listed platform, so offices seeking a defined cloud workflow may find the setup appropriate while teams requiring wider platform coverage or a larger integration catalog may prefer an alternative. AtlasFive suits offices that need consolidated reporting, investment accounting, entity management, document management, and operational workflow automation together. It is less suitable for buyers prioritizing broad integration coverage or a self-service pricing process. Eton Solutions has offered the platform since 2015, giving it an established product history for this category.
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AtlasFive pricing
AtlasFive fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Consolidated reporting | Yes |
| Investment accounting | Yes |
| Entity management | Yes |
| Document management | Yes |
| Workflow automation | Yes |
| Data import methods | Automated |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, GDPR, 2FA |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: BILL, Power BI |
| Pricing | Pricing on request |
| Website | eton-solutions.com |
| Facts checked | 22 Sep 2026 |
AtlasFive integrations
AtlasFive lists 2 integrations on its own site.
- BILL
- Power BI
Alternatives to AtlasFive
- FundCountA broad accounting and reporting platform for complex, multi-entity family offices.9.4
- Archway PlatformA broad family-office system for connecting investment books, entities, reporting, and operations.9.2
- QPLIXA broad family-office platform for consolidated reporting and multi-entity operations.9.1
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AtlasFive vs the competition
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Also Ranked In
AtlasFive is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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