AtlasFive-HB Wealth Management

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

The AtlasFive® Mobile App allows family members to approve or reject transactions from 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 from within 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 account is mandatory to use the application.

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