One integrated platform. One database. One source of truth.
Enabling improved accuracy, optimized processes and reduced risk — so you can focus on what matters most: providing more value and deepening client relationships.
Built by a family office, our AtlasFive® solution empowers you to completely rethink what you can achieve.
A family office solution built by a family office.
We’re more than experts in creating software and simplifying data aggregation — we’re experts in you and your business. Our founder and seasoned leadership built their careers as family office professionals. We empathize with your challenges and understand your goals because we experienced your day-to-day operations.
+$425 Billion
assets under administration
≈1,000
system
users
≈1.5 Million
transactions processed
annually
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.
It quickly became clear to them that less time spent on data entry and reconciliation directly translates to more time that can be spent achieving long-term business goals. Seasoned employees could focus on developing deeper relationships with clients and being proactive to their needs.
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
Partner (Large Multi-Family Office)AtlasFive was instrumental in keeping our office efficient during remote work. It was much easier to continue our workflows and maintain our processes virtually because we were already using their integrated platform. In a global, digital world, the ability to access everything we need through their solution allows us to seamlessly serve our clients, no matter where we — or they — are.
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…
