Business Managers
With Eton Solutions, business managers can offer entertainers and athletes a bespoke and robust range of services.
Incorporating Eton Solutions’ scalable services into your business management offerings eliminates the problem of manually integrating disparate systems. It also improves transparency, decreases risk, and enables business managers to provide more services to more clients – without increasing costs.
Purpose built for High-Net-Worth Clients
Eton Solutions was founded by professionals who spent their careers servicing Ultra-High Net Worth Individuals. With a focus on integrating disparate systems and automating routine tasks, Eton Solutions helps business managers seamlessly coordinate cash management, investment reporting, and tax preparation so clients have a holistic view of their financial picture while benefiting from streamlined processes, greater transparency, and real-time access to data.
Benefits
AtlasFive®:
A New Alternative
for Business Managers
AtlasFive® from Eton Solutions provides business managers with a new alternative for bill payment and client accounting. No longer do business managers need to make technology decision based on where they bank. AtlasFive provides a modern technology platform that enables business managers to take advantage of the latest in technology such as AI to scale their business.
Serving All Your Clients' Needs
Scale Your Operations
Streamline your client bill payment process with our integrated business manager platform.
Integrated Cash Management and Open Banking
- Integration with BILL and multiple banks.
- Over $65B in bill payments processed.
- Robust approval workflow.
Integrated Platform
Our unified platform includes bill pay, client accounting, investment data integration and more.
Key Functions Fully Integrated
- Seamless integration between your custodian of choice and general ledger accounting system eliminates reconciliation between systems reducing risk and adding scale.
Digital Client Experience
Delight your clients with seamless digital experience.
Improved Customer Experience
- Client portal and mobile app provide a modern digital experience for your clients allowing them to approve bills on the go, share document securely and look up important financial information.
Custom Reporting
Better Information Delivery
- Over 50 Standard reports.
- Integrated Business Intelligence tools.
- Private Labelling.
Professional Services
Delight your clients with seamless digital experience.
Augment your Staff
- We can provide many back office operations functions in a cost effective manner allowing your team to focus more on your clients.
Privacy and Data Security
Protect your clients data.
Secure Infrastructure and IT Security
We offer you a best-in-class solution that gives you full control over your data, is managed according to the highest security standards, and ensures maximum level of Privacy for your family’s needs.
- SOC2 Certified.
- ISO 27001 Certified.
- Cloud Native Architecture.
- Integrated Single Sign On with Multi Factor Authentication.
- Disaster Recovery.
- 24x7 Monitoring.
User Permissions and Digital Audit Trails
- Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through a digital audit trail.
Secure Document Hub
- Share private documents with third-party vendors and partners on a single platform.
Connect With Us
Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.