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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Aggregated on Platform
One integrated platform.
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.
Our one-stop solution streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products.
Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.
Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.
With our elastic scaling, we effortlessly adapt to your evolving business needs, whether you're expanding or downsizing.
Our robust cyber security protects your sensitive data, offering peace of mind while preserving the trust of your digital environment.
We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.
What makes us differentView our Solutions
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:
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.
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
Single Family Offices
Whether the job is client reporting, accounting, performance reporting, estate planning, managing alternative assets, or any other of the myriad tasks an SFO does, there is the expectation they will be done in an accurate, transparent and timely way. Eton Solutions enables family office professionals to focus on higher value tasks, de-risk operations in a highly secure and scaled access managed environment.
A multi-family office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. The Eton Solutions AtlasFive™ software platform and optional supplemental services enable MFOs to efficiently execute transactional services and at lower costs thereby increasing profitability.
As a financial advisor, you’re trusted by your clients. They depend on you to effectively manage their investment portfolios and guide them on the best path forward. With products and services by Eton Solutions, you can offer more value-added services that solve your clients’ pain points and provide them with a more centralized and simplified wealth management experience.
A family needs more than just advisory services to manage wealth effectively. Eton Solutions offers a variety of services and products that expand your administrative capabilities, improve your access to current data about your assets and net worth, and let you choose the level of investment, advisory, and tax support you need.
At Eton Solutions, we foster collaborative partnerships and provide valuable resources to empower our ecosystem partners.
By becoming an Eton Solutions Ecosystem Partner, you gain access to a wide array of benefits and opportunities that elevate your service capabilities and expand your reach on a global scale.
Get The Best InsightsView All Insights
The Time Has Come For Automated Accounting
In 2023, family offices are focusing on doing things right rather than radically different. Forbes emphasizes the importance of professionalizing family wealth, implementing long-term compensation benchmarks, retaining talent, and decentralizing risk for success amid uncertainty. One key aspect is optimizing accounting processes and workflows, acknowledging the impact of automation on accountants. Instead of fearing job replacement, the synergy between technology and staff is highlighted. Efficient automation in family offices involves streamlining accounting, standardizing workflows, and deploying technology to enhance decision-making.
Top 5 AI-Driven Security Threats for Family Offices in 2023
Murali Nadarajah, CIO at Eton Solutions, co-authored this article with AtlasFive AI-tool EtonGPT. EtonGPT is the first family office large language model that has been fine-tuned with family office best practices. Built on GPT-4, it operates on a secure, private instance for each client.
Leveraging AI in the Family Office
Driven by advancements in machine learning and generative AI, this technology is making remarkable strides across virtually all sectors of white-collar professions, with family office services being a prime example. AI’s sophisticated tools do more than just streamline processes; they automate tasks and strengthen decision-making abilities.
A Self-Driving Family Office?
Along the technology journey toward automotive automation and self-driving cars, experts frequently talk about five levels of automation, ranging from no driving automation whatsoever (Level 1) to full driving automation (Level 5). Today’s family offices might think about a similar spectrum when considering where they are in harnessing the power of automation to improve the way they get from here to there.