One integrated platform. One database. One source of truth.
Award-winning family office software enabling improved accuracy, optimized processes, and reduced risk — so you can focus on what matters most: providing more value and deepening client relationships.
Software built by a family office, our AtlasFive® solution empowers you to completely rethink what you can achieve.
Family office software built by a family office.
We built a tailored solution for family offices.
Our experience motivated us to create the first fully integrated wealth management platform that transforms your data governance & aggregation practices while automating workflows & processes so your employees and office can achieve more. We created the “holy grail” for family offices, where the investment ledger, performance reporting, the general ledger, and the tax ledger are all truly integrated and utilize the same transaction-level data.
One of the challenges of working in a family office is balancing time spent on routine tasks and reporting with time spent adding value for your clients. We know that challenge because it was the challenge our founders faced when they worked in family offices.
Clear and accurate reporting remains a core function of the family office — but imagine what your family office can do with more efficient workflows on an integrated platform:
- Standardize processes
- Automate core functions
- Ensure best practices
- De-risk operations
- Revolutionize reporting
Timothy C. Macherone, COO (Shade Tree Advisors)
Thank you for all that your team does to assist our back office operations. We are very appreciative of your hard work and dedication to our business and value our regular touchpoints, where we take inventory of where we are and discuss opportunities for further collaboration going forward.
An award-winning platform.
Our integrated platform provides trust and transparency.
We’ve reimagined each intricate piece of a family office into one integrated platform. A family office serves many different roles for its clients, and no two family offices are structured exactly alike. Our software is customizable to fit your office’s needs and be the sole platform you use. This integration improves efficiency as well as trust—in the data, in the process, and in the reporting.
Embedding your office’s workflows into AtlasFive can expedite all of the typical functions a family office provides to its clients:
- Entity management
- Data aggregation
- Investment reporting
- General ledger
- Partnership accounting
- Transaction initiation
- Document management
- And more…