AtlasFive-RFA App Support

What is AtlasFive-RFA? Description of AtlasFive-RFA 1536 chars

The Eton Solutions AtlasFive™ Mobile App for family offices.

You can use the application to manage your portfolios, assets, contacts, and holdings while accessing secure messaging functionality.

AtlasFive™ Mobile App is the first mobile application to give ultra-high-net-worth families customizable, anywhere, anytime access to their net worth, investments, holdings, transactions, and documents.

The AtlasFive™ Mobile App allows family members to approve or reject transactions anywhere in the world. Family members can instantly and securely access their individual net worth and customized reports, approve cash distributions, submit bills for payment, and much more. Users can view documents in the Mobile App, giving them access to reports, financial statements, titles, deeds, wills, investment agreements, etc. It also enhances connectivity and communications through simple, secure messaging functionality to improve engagement and satisfaction with the family office.

Among the features and capabilities of the AtlasFive™ Mobile App are:
• Instant governed transaction approvals with a click
• Slice-and-dice reports for customized position views
• Simplified communication with the office staff through the easy-to-use secure messaging functionality
• Constant access to important documents
• True net worth reporting refreshed daily, weekly, or monthly

Note: Company/AtlasFive® account is mandatory to use the application.

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- UI Fixes.