Trust in One System
With AtlasFive, our Trust Company clients benefit from Reg-9 compliance, Omnibus cash, and Partnership Accounting functionality within one system. AtlasFive enables Trust Companies to track and audit transactions & workflows, access associated documents, pay bills, and perform advanced reporting all within one place. In doing so, employees rest assured knowing that having a complete view into all of the trust’s activities minimizes errors and maximizes client satisfaction.
Why rely on several systems when you can trust in one?
See the simplicity of Reg-9 compliance in AtlasFive
Get to know our partnership accounting capabilities
Access a brochure about how Eton serves Trust Companies
Watch John Hinck, President, and CEO of Sawmill Trust, discuss challenges he’s faced as a Trust Company and how AtlasFive was the solution
In evaluating potential accounting software vendors, it was important to our company to find a software solution that was able to handle a wide variety of tasks. The requirements included fund accounting and related tax allocations, omnibus functionality, principal and income reporting, reg-9 functionality and daily transaction processing for over 300 brokerage accounts. Eton & AtlasFive met all those requirements and allowed our Company to transition from three accounting/reporting software programs to just one.
CFO, Large Private Trust Company