AtlasFive®

Efficiently create and manage loans with full visibility and control.

• Intra-Entity and External Loan Tracking: Manage both internal and external loans with comprehensive data storage for each loan.
• Centralized Data Points: Store detailed loan information in one place, enhancing accuracy and accessibility.
• Efficient Transaction Updates: Post transactions that automatically update both lender and borrower records, reducing manual effort and increasing workflow efficiency.

Role- and type-based permissions ensures precise control over who can view, edit, or manage documents across the platform. A comprehensive digital audit trail automatically logs every action—upload, download, modification, access—ensuring full transparency and regulatory compliance.

Including CRM, transaction processing, annual account reviews, client reporting and more - document handling becomes a native part of daily workflows—not an afterthought.

EtonAIgency™ (patent pending web agent) automatically logs into secure portals, bypassing MFA, captchas, and token walls to fetch your files for you—no human effort required.

No more manual document tagging. EtonAI™ extracts key data (amounts, dates, entities, funds, payment amounts and more) from 250+ document types like invoices, capital calls, bank/manager statements, K-1s, and KYC forms—instantly and accurately. Every document is auto-tagged, indexed, and classified. No sorting. No naming files. No folder hunting.

All documents are instantly searchable in natural language and summarized, turning unstructured content into actionable intelligence.

• Continuous Monitoring: Security Operations Center (SOC) performs real-time infrastructure and data flow monitoring.
• Immediate Incident Response: Alerts and responds instantly to anomalies, breaches, or intrusion attempts.

• Isolated Deployment: Clients operate on isolated Azure single-tenant instances with optional customer-managed encryption keys (BYOK).
• Data Encryption: Data and documents encrypted at rest and in transit with AES-256 and TLS protocols.
• Access Controls: Role-based and entity-level access restricts user permissions, ensuring operational separation.

• Resilient Architecture: Cloud-native design with automated backups, immutable storage, and geographically redundant failover
• Certifications & Compliance: Certified for ISO 42001, ISO 27001, ISO 27701, SOC1, SOC2, and compliant with GDPR and CCPA.

• Private LLMs: AI operates on private large language models without external data sharing.
• Explainable AI Outputs: All AI results are traceable, explainable, and scoped to user-level data access, aligned with ISO 42001.

• Single Sign-On (SSO): Secure user authentication simplifying access management.
• Multi-Factor Authentication (MFA): Enhanced security with additional authentication layers, aligned with enterprise standards.

• Serverless Design: Purpose-built cloud-native architecture delivers resilience, speed, and scale with zero infrastructure burden.
• Maintenance-Free: No servers to maintain, no hardware refreshes, and no database tuning required.
• Focus Shift: Frees teams from low-value system upkeep to concentrate on client service and strategic growth.

• Pay-As-You-Go: Only pay for what you use, eliminating idle infrastructure costs and aligning spend with actual demand.
• Scalable Performance: Automatically scales compute power and storage during critical financial events like month-end reporting or market volatility.
• No Downtime: Scaling happens without manual intervention or system downtime.

• Invisible Updates: Continuous cloud-delivered updates and security patches run in the background, ensuring compliance and security without IT disruptions.
• Resilient Infrastructure: Geographically distributed, redundant systems guarantee uninterrupted availability.
• Disaster Recovery: Designed to maintain operations even during outages or natural disasters.

AtlasFive® performs incremental backups every five minutes, combined with a full daily backup. This ensures that even during unexpected outages, your most recent data remains secure, minimizing disruption to client services and portfolio management.

AtlasFive® is hosted across multiple data centers worldwide, with “hot-hot” replication of your entire instance. This means that if one location fails, your backup server is immediately ready to take over with zero downtime—ensuring business continuity and client trust.

With a globally distributed cloud infrastructure, AtlasFive® ensures that your operations stay up and running, regardless of geographical challenges, natural disasters, or cyber threats. There’s no ‘down time’—your wealth management business is always operational.

Track every family office, trust, LLC, partnership, or holding company with detailed profiles and real-time connections. Get a complete picture of each entity or person: contact info, accounts, documents, activities, and linked relationships—all centralized and up to date.

With AtlasFive®, your financial reporting becomes streamlined and unified across global entities. The Global Chart of Accounts simplifies consolidation and tracking of financial performance, enabling clear, consistent reporting regardless of geographical or jurisdictional differences.

Tailor the system to your family office’s specific requirements by creating customizable fields and data models. This flexibility ensures that AtlasFive® adapts to your way of working—not the other way around—empowering your team to focus on value-driven tasks, not manual configurations.