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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AtlasFive is an innovative wealth management platform that operates in the cloud and is enhanced by artificial intelligence, seamlessly bringing together entity management, portfolio tracking, general ledger and fund accounting, transaction processing, document storage, trust and partnership accounting, cash flow forecasting, and client reporting into one cohesive system. It utilizes the secure and private EtonAI technology to streamline over 270 workflows, efficiently extracting information from more than 250 document types while automating various tasks such as bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. Furthermore, AtlasFive provides users with dynamic insights, advanced semantic document search capabilities, AI-driven performance dashboards, risk alerts, and the ability to perform natural-language queries, all while operating within a governed and explainable AI framework that meets ISO certification standards. The platform is built on a robust, serverless architecture that ensures real-time backups, high availability, comprehensive audit trails, role-based access controls, and cybersecurity monitored by SOC standards, thereby guaranteeing a secure and efficient wealth management experience for its users. Ultimately, AtlasFive stands out as a comprehensive solution designed to accommodate the diverse needs of modern wealth management professionals.

Description

ORCA represents the simplest, quickest, and smartest solution for overseeing all your tax, legal, and compliance responsibilities. You can swiftly import ownership structures and master data from sources like Addepar or Excel within minutes, with additional APIs accessible upon request. This platform cuts through the clutter, allowing you to concentrate solely on essential information, data, and documents. With its intuitive search capabilities, finding any item takes just seconds. Automated verification processes guarantee the accuracy of your data, and auto-generated structure charts provide clear and relevant visualizations at any given moment, whether past, present, or future. Its integrated auto-reporting functions ensure adherence to the Corporate Transparency Act and other relevant regulations. You can share crucial data and documents almost instantaneously through secure links, as well as retrieve information from external parties using automated workflows that only require link uploads. You can rest easy knowing that your data is safeguarded by zero-trust encryption at all times, and ORCA’s zero-trust cloud architecture ensures that your sensitive information remains exclusively within your control. With these robust features in place, ORCA not only streamlines your compliance processes but also enhances your overall operational efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
Microsoft Excel No 

Integrations

Addepar Yes 
Microsoft Excel Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Eton Solutions

Founded

2015

Country

United States

Website

eton-solutions.com/solutions/atlasfive/

Vendor Details

Company Name

ORCA

Founded

2017

Country

Switzerland

Website

www.withorca.com

Product Features

Product Features

Entity Management

Access Control No 
Compliance Management No 
Contract Management No 
Corporate Structure Management No 
Document Assembly No 
Due Date Tracking No 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional No 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management No 

Alternatives

Alternatives

ORCA Reviews

ORCA

Adtec