Wealth & Private Banking › Portfolio & Wealth Management › Client Reporting
Eton Solutions AtlasFive
Integrated family office platform spanning data aggregation, accounting, portfolio management and client reporting.
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Overview
Eton Solutions offers AtlasFive, a cloud-native platform that integrates core family office functions including data aggregation, entity management, portfolio management, performance reporting, general ledger, fund and trust accounting and client reporting. It brings these capabilities together on a single integrated system.
Designed for single and multi-family offices, RIAs and private wealth firms, AtlasFive unifies operations and reporting to handle the complexity of servicing wealthy families.
Key Features
- + Integrated client and performance reporting
- + Data aggregation across asset classes
- + Entity management
- + Portfolio management
- + General ledger and trust accounting
- + Bill payment and transaction processing
Integrations
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