Get In

Managing Family Office Complexity with AtlasFive®


February 10, 2022

For modern family offices, complexity is the name of the game. Because they manage an intricate web of legal entities, ownership structures, and interrelationships, family offices have numerous responsibilities and reporting requirements that span various arrangements. And because of the uniqueness of each office’s composition and roles, finding a tech platform that catches every aspect of their administration while also allowing for total customization has been a challenge — until now. With Eton Solutions’ AtlasFive platform, family offices can finally implement a fully integrated system that is configurable to work with their clients’ requirements.

One family office experienced this upgrade firsthand after implementing AtlasFive. Serving four generations of clients spanning across three families, the office manages a large number of intercompany loans between trusts and beneficiaries, and new legal entities are created upon the purchase or acquisition of any investment — which only further increases the complexities of tracking contributions, allocations, and distributions. Compiling reports using shared spreadsheets across multiple systems was leading to duplicative data entry, excessive manual work, and a greater risk of errors.

This family office implemented AtlasFive to manage its information flows and service requirements and immediately saw an improvement to their work processes. Fund transactions in AtlasFive are easier to record yet allow for users to capture more detail and calculations in a single transaction. Similarly, the loan module in AtlasFive simplified the office’s process for recording transactions on both the lender and borrower side. The result? The office found not only that productivity increased, but also that it was able to provide even better service to its clients by focusing on value-added tasks.

Download the full case study for more information

Case Studies

Other Case Studies

AtlasFive® Revs Up Reporting in a Multi-Family Office

One of the most fundamental requirements for family offices is also one of the most challenging: providing the family with timely reports and accurate insights based on current data. If the office oversees multiple types of investments and transactions for multiple families, that challenge is even more overwhelming.

Streamlining Family Office Accounting with AtlasFive®

Family office accounting is often a time-consuming process that involves reconciling data across multiple platforms and spreadsheets. Most times, reporting cannot even be completed until weeks after a period closes — and that data is often error-prone, to boot. The entire process is complicated and inefficient, and its meaningfulness to clients is often impacted by its inaccuracies or delays.

Stay Connected

Speak to an Eton Solutions family office expert
about your specific requirements.