Free up time to focus on the important things by transforming your workflows and processes with our AtlasFive integrated platform.
Estimates say over 30% of an office’s time is spent counting, valuing, and reporting. In most offices, high-value employees spend far too much time on manual, mundane tasks. By integrating investment monitoring, accounting and reporting packages into one platform, you can empower your employees’ — and office’s — performance. Moreover, with AtlasFive reports can be generated daily instead of monthly or quarterly, resulting in a quicker flow of information and more promptly catching errors.
What goals will your office reach with more time?
Achieve more with the next-generation of wealth management.
By harnessing the power of automation, best-in-class cybersecurity and advanced data governance – coupled with unmatched domain expertise – we guide you through the complex, inevitable progression to the next generation of wealth management. Our platform sets the industry standard for best practices and ensures your office is up-to-date with current guidelines.
As the family office paradigm continues to advance and shift, we’ll help you exceed expectations. With seamless reporting and intelligent insights, you’ll maximize productivity and achieve more — leading to deeper and more productive client relationships.
What does achieving more mean for your employees, your clients, and you?
An architecture that transforms your data governance, aggregation methods, workflows and processes so you can achieve more.
In action: real solutions to real problems.
A large MFO was using AtlasFive when a custodian entered a wrong digit for a capital call transaction and sent the wrong amount. The custodian processed it without catching the mistake — but AtlasFive flagged the error twice in their exception reports. Because they were notified immediately (the next morning), the office was able to have the fund manager return the surplus amount. In an office that executes a high volume of transactions, the mistake could have gone unnoticed for weeks — or longer. AtlasFive’s prompt flagging of the mistake enabled the office to correct it immediately.
An implementation process that is focused on you and your business.
Unlike other so-called “integrated platforms” in the marketplace, we built AtlasFive with the sole purpose of solving the challenges family offices face every day.
Our founders and other leadership built their careers in family offices. This domain expertise enabled us to map all the functions of a family office and ensure that AtlasFive can be configured to successfully transition you from your existing environment.
We also recognize the need for continued support. When you choose AtlasFive, you’re choosing a domain partner. Successfully implementing a new platform into your office’s processes requires more than just customized configurations — your employees need to know how to make the platform work for them. Our Global Service Center provides dedicated assistance to each of our clients. Our customers’ success is at the core of all our processes and we always ensure they are fully supported.
You can also rest assured that your offices’ procedures will be effective and exceed industry expectations. Our family office experiences enabled us to create a product that sets the standard for best practices — today and in the future.