Transform
your family office,
Reimagine your Value.
Award-winning family office software enabling improved accuracy, optimized processes, and reduced risk so you can focus on what matters most - providing more value and deepening client relationships.

Built By A Family Office
For Family Offices Globally
We’re more than experts in creating software and simplifying data aggregation — we’re experts in you and your business. Our founder and seasoned leadership team built their careers as family office professionals. We empathize with your challenges and understand your goals because we experienced your day-to-day operations.

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One integrated platform.
One database.
One source of truth.
Our solution to the challenges family offices face is our integrated platform, AtlasFive®. It acts as one source of truth utilizing the same transaction-level data for investment ledger, performance reporting, the general ledger, and the tax ledger, which means all of your AtlasFive® ledgers are in sync at all times and everything you need to process a transaction is in one place.
As the future of the family office evolves, we are proud to lead the way to reimagining what a family office can achieve. With less time spent on recurring tasks, data entry, and spreadsheets, employees can focus on the office’s priority - achieving the goals of the
family it serves.
Seamless
Experience
Our one-stop solution streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products.
Improved
Decision Making
Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.
Efficiency
Enhancement
Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.
Flexible
Growth
With our elastic scaling, we effortlessly adapt to your evolving business needs, whether you're expanding or downsizing.
Uncompromised
Security
Our robust cyber security protects your sensitive data, offering peace of mind while preserving the trust of your digital environment.
Data-Driven
Strategy
We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.

What makes us different
View our Solutions
AtlasFive®
We’ve reimagined each intricate piece of a family office into one integrated platform. A family office serves many different roles for its clients, and no two family offices are structured exactly alike. Our software is customizable to fit your office’s needs and be the sole platform you use. This integration improves efficiency as well as trust—in the data, in the process, and in the reporting. Embedding your office’s workflows into AtlasFive® can expedite all of the typical functions a family office provides to its clients:

Administrative
Family Office™
Eton Solutions adds professional services to the power of the AtlasFive® platform to deliver the end-to-end administrative services traditionally provided by a family office in a cost-effective, hassle-free solution we call the Administrative Family Office™ (AFO™)
AFO™ facilitates administrative services such as bill pay, accounting tasks, mailroom processes, document management, and a range of other key capabilities by leveraging the Eton Solutions AtlasFive® platform. AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.

Services
Family offices have different goals and resources, which is why we offer comprehensive service options to our clients. Choose the support you need, when you need it — investment support, general ledger assistance, investment management support, and more.
Offer your clients more without adding additional staff.
Who We Serve
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Schedule A Call
Speak to an Eton Solutions family office expert
about your specific requirements.