AtlasFive® is a fully integrated, cloud-native AI-driven platform that offers a transformative solution to the challenges faced by Private Equity (PE), Real Estate (RE) and Fund of Funds (FOF) firms. By addressing operational inefficiencies, it replaces manual processes with streamlined automation. AtlasFive® includes a workflow engine that automates operational tasks such as data aggregation, transaction processing, bank and position reconciliation, document management, fees calculation, investor allocation and reporting to achieve higher efficiency and accuracy in operations.
With our integrated data model, funds can close their books of accounts in a timely manner facilitating timely investor reporting. AtlasFive® supports multiple asset classes and book-keeping across Accounting Book of Records (ABOR), Investment Book of Records (IBOR), Capital Book of Records (CBOR) as well as Tax Ledger. It supports automated transaction processing, reconciliation, valuation, feed calculation and book closure process.
Our platform and service offerings create operational scale for GPs allowing them to focus on core investment management functions.
Robust cloud-native security measures ensure that sensitive client information is protected from breaches, while audit trails are automatically maintained, simplifying regulatory reporting.
AtlasFive® is a fully integrated system (ABOR/IBOR/CBOR). It supports daily reporting including investor book of record.
Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.
Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.
Eton AI integrated reporting suites allows user to create customized reporting across multi-tiered entity structure.
Allows set up of any complex CRM structure including blockers and Alternative Investment Vehicle, to ensure transactions are captured and reported as per legal realties.
Allows set up of any complex CRM structure including blockers and Alternative Investment Vehicle, to ensure transactions are captured and reported as per legal realties.
Our integrated platform complemented with high standard service offerings creates operational alpha for General Partners.
We offer you a best-in-class solution that gives you full Control over your data, is managed according to the highest Security standards, and ensures the maximum level of Privacy.
Eton Solutions provides the AtlasFive® platform and full middle and back-office services to a significant multi-family office (MFO) located in the US. The MFO provides services to Ultra High Net Worth Families and their related entities. The MFO client base consists primarily of clients with $10M to $250M in net worth with one very large multi-billion-dollar client.
One of the most fundamental requirements for multi-family offices is also one of the most challenging: providing the family with timely reports and accurate insights based on current data. If the office oversees multiple types of investments and transactions for multiple families, that challenge is even more overwhelming.
