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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Wealth Management by Zahlenwerk is a cloud-based platform designed for family offices and investment managers to manage and monitor private-market investments across various legal entities. It enables the documentation of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, while also tracking capital calls, distributions, cash flows, and valuations necessary for IRR, TVPI, and DPI metrics. Users have the ability to upload or forward capital account statements, call notices, and distribution notifications, ensuring that extracted data remains linked to its original source for easy verification. The system organizes financial records by legal entity and associates them with corresponding portfolio positions. Additionally, an integrated assistant and MCP server facilitate the connection of portfolio data with advanced AI systems like Claude and ChatGPT. While the assistant is restricted from deleting positions, entities, individuals, or bank accounts, all modifications within the app require explicit user authorization. The product is in beta, in use at a small number of family offices, and access is available on request.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Gmail No 
Google Drive No 
Microsoft Outlook No 
Microsoft Teams No 
Model Context Protocol (MCP) No 
Slack No 

Integrations

ChatGPT Yes 
Claude Yes 
Gmail Yes 
Google Drive Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Model Context Protocol (MCP) Yes 
Slack Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€199/month
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.
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 No 
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) No 
In Person No 

Vendor Details

Company Name

Eton Solutions

Founded

2015

Country

United States

Website

eton-solutions.com/solutions/atlasfive/

Vendor Details

Company Name

Zahlenwerk Studio

Founded

2026

Country

Germany

Website

www.zahlenwerk.studio/wealth-management

Product Features

Product Features

Alternatives

Alternatives

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