单一家庭办公室

• Seamlessly integrates core functions, from Client Onboarding, Entity Management, Portfolio Management, Risk Management, General Ledger AtlasFive® seamlessly integrates core functions, from Client Onboarding, Entity Management, Portfolio Management, Risk Management, General Ledger (GL), Fund and Trust Accounting, Bill Payment, Loan Management and Client Reports, eliminating the re-keying of data into multiple systems and the inefficiencies of reconciling data across these products.
• Comprehensive map of family’s ownership structures across dimensions such as funds, trusts etc., giving you the ability to set up complex vehicles and augment your in-depth legal advice to family clients.

• Our client portal and mobile app provides a modern digital experience for your family members in a secure manner.Our client portal and mobile app provides a modern digital experience for your family members in a secure manner.
• Use EtonAI™ for instant natural language financial queries and assistance.

• 您的财富规划与信托专家将了解您的总财富，即流动和非流动资产、实体和司法管辖区，以便提供更好的投资咨询。

• 可访问超过 50 份开箱即用的投资、GL、合伙关系、信托、运营和合规分页报告，包括每日绩效仪表盘和会计仪表盘。
• 使用 EtonAI™ 分析和比较财务报告。您还可以将报告转换成其他语言。

• Our Account level aggregation allows family offices to consolidate financial data from multiple sources and institutions. This means that all financial activity is gathered in one place, providing a comprehensive view of financial transactions.
• 利用基于人工智能的业务规则引擎，对来自多家银行、托管机构和金融机构的数据进行日常自动处理和汇总。
• 人工智能驱动的自动交易分析可检测并修复异常和不一致，从而为下游报告提供干净的数据。

• 在 AtlasFive® 平台上启动资本催缴、授权支付和更新资本承诺时间表，从而简化 PE 生命周期。
• 支持从资本催缴通知、分配通知、经理报表等中提取数据，创建交易处理和按市价计价的工作流程。
• 可视化历史和预测的私募股权现金流，确保流动性，以应对即将到来的资金需求。

• 集中存储所有税务相关数据，包括收入、扣除、抵免等。这可确保所有必要的税务信息在一个地方随时可用。
• Family offices can generate customizable tax reports, which provide a clear overview of tax liabilities, deductions, and credits. This aids in tax planning and filing accuracy.

• 交易会自动归类为不同类型的费用，如银行费用、管理费用、运营成本等。这种详细程度可确保万无一失，并深入了解哪些方面的成本最高。

• AtlasFive® clients benefit from the dynamic scaling of computing resources that can match varying seasonal demands. This enables them to match varying seasonal demands and easily handle more resource intense periods such as month-end or quarter-end closings, which typically demand more resources than standard daily processes.

• AtlasFive’s® operational infrastructure is inherently flexible so that you can adapt it to work for your office. Whether you need complete managed services provided entirely by our experts, a standalone system that you manage and operate yourself, or something in between, we’ll work together to structure a secure solution that optimizes your workflow processes.

• EtonAI™ streamlines tasks like invoice processing, manager statements, and month-end closings, while also facilitating the in-house creation of advisory documents such as partnership agreements and estate plans. Additionally, it enhances accuracy by automating evaluation checklists for grant proposals and fund prospectuses.

We offer you a best-in-class solution that gives you full Control over your data, is managed according to the highest Security standards, and ensures the maximum level of Privacy for your family’s needs.

• 灵活的运行基础设施
• Microsoft Azure 云原生架构 (CNA)
• 灾难恢复和业务连续性
• 全天候主动监控
• 可信安全和计算基础设施
• Integrated Single Sign-On (SSO) and Multi-Factor Authentication 
(MFA)
• 可继承的成熟度：通过 ISO42001（人工智能管理系统）、ISO27001（安全）、ISO27701（隐私）SOC1 和 SOC2 认证
• 人工智能驱动的威胁情报
• 实体级可见性的细粒度访问
• 本地数据驻留与国内托管

• 管理文件类型、工作流程活动、数据设置、交易审批的动态权限，并通过数字审计跟踪查看所有活动。

• 在单一平台上与第三方供应商和合作伙伴共享私人文件。