Multi-family offices
Your business was our business. We have lived your problems, mapped the diverse needs of Multi-Family Offices, designed our platform around these needs through domain expertise, and can handle complex entity structures and transactions to make the operations of a multi-family office more effective, more efficient and scalable.
Built by a Family Office for Family Offices
A Multi-Family Office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. We support MFOs with performing essential jobs like those in a single family office, but we can also help build value for your business — for standalone MFOs and also those within professional firms.
What you would be getting as a
Multi-family office
Multi-Family Office Innovation
Economies of Scale with AtlasFive®
As your business expands, rest assured that our platform is equipped to accommodate the scaling demands of intricate family hierarchies and portfolio structures.
Entity Management enabled by a data model created specifically for a family office
- Chart an unlimited number of relationships, entities, and accounts of your multi-family office.
- Synchronized management of intricate ownerships and reporting organizational hierarchies, ensuring you're always in control.
Increased Resilience with Cloud Native Architecture (CNA)
- AtlasFive clients benefit from the dynamic scaling of computing resources that can match varying seasonal demands such as month-end or quarter-end closings.
Cost Optimization
Achieve greater cost savings with an integrated solution and our award winning managed services for middle and back office functions.
One integrated platform. One database. One source of truth.
- Reduce IT overheads by eliminating the need to maintain separate systems for General Ledger (GL), Fund and Trust accounting, Portfolio Management, etc.
- Eliminate the re-keying of data into multiple systems and inefficiencies of reconciling data across these products.
Managed Services for Middle Office and Back Office Functions at competitive rates
- Dedicated Eton Solutions Services Team, consisting of experienced CPAs, CFAs, CAs bring competencies across the entire breadth of requirements of today’s modern Family Office.
- On-demand managed services lets you choose what you need so you don’t have to worry about recruiting in-house expertise as your business scales.
Efficiency Enhancement
Standardize operational processes and apply automation to core business functions and controls to reduce costs and operating risk, as well as enabling the business to scale.
Remove manual data management efforts and simplify your data operations
- Daily automated processing and aggregation of data from multiple banks, custodians and financial institutions with an AI based Business Rule Engine.
- Automated AI-driven transaction analysis to detect and fix anomalies and inconsistencies results in clean data for downstream reporting.
Realize Bill Pay Operational Efficiencies
- Integration with Bill.com allows clients to use accounts at any US bank to pay bills and remit funds.
- AtlasFive® interfaces with leading banks for initiating payment transactions as Wires, ACH, Account Transfers, etc. In-house and Managed Services Check Printing.
- OCR processes invoice in multiple languages, local currencies and wide-varying formats.
End to End Private Equity Lifecycle Management
- Simplify the PE lifecycle by initiating capital calls, authorizing payments, and updating capital commitment schedule on the AtlasFive® platform.
- Supports extraction of data from Capital Call Notices, Distribution Notices, Manager Statements, etc., creating workflows for transaction processing and mark-to-market.
- Visualize historical and projected private equity cash flows for ensuring liquidity for upcoming capital calls.
Tax Reporting and Filing
- Centralized repository for all tax-related data, including income, deductions, credits, and more. This ensures that all necessary tax information is readily available in one place.
- Family offices can generate customizable tax reports, which provide a clear overview of tax liabilities, deductions, and credits. This aids in tax planning and filing accuracy.
Data-Driven Strategy
We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.
Streamline Investment Analytics and Manager Performance Assessment
- Track investment policy statement and analyze the performance of portfolios, assessing it across various dimensions and time frames.
- Evaluate and benchmark the performance of investment managers as well as their costs and fees.
Gain total visibility & risk management
- Understand portfolio performance and measure decision impact by benchmarking against industry standards and custom criteria.
- Update daily benchmark performance data with EtonGPT™.
Overview of total costs and fees
- Transaction are automatically classified to different types of expenses, such as bank fees, management fees, operational costs, and more. This level of detail ensures that nothing is overlooked and offers insights into which areas incur the highest costs.
Improved Decision-Making
Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.
Single View of All Assets Across Entities.
- Your Wealth Planning & Trust Specialists will have visibility of total wealth i.e., liquid and illiquid assets, entities and jurisdictions for better investment advisory.
Revolutionize providing information and reporting to the Family
- Access to over +50 out-of-the-box Investment, GL, Partnership, Trust, Operations and Compliance paginated reports, including Daily Performance Dashboard and Accounting Dashboard.
- Analyze and compare financial reports with EtonGPT™. You can also convert reports into other languages.
Improved Digital Experience
- Our client portal and mobile app provides a modern digital experience for your clients in a secure manner.
- Use EtonGPT™ for instant natural language financial queries and assistance.
Privacy, Security and Transparency
When you choose our family office solution, you get more than a family office application. You get peace of mind.
Secure Infrastructure and IT security
When you choose our family office solution, you get more than a family office application. You get peace of mind.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 the maximum level of Privacy for your family's needs.
- Flexible Operational Infrastructure
- Microsoft Azure Cloud Native Architecture (CNA)
- Disaster Recovery and Business Continuity
- Pro-active 24x7 MonitoringTrusted Security and Computing Infrastructure
- Integrated Single Sign-On (SSO) and Multi-Factor Authentication (MFA)
- Inheritable Maturity - SOC2, ISO27001 and ISO27701 Certified
- AI-Driven Threat Intelligence
- Fine Granular Access with Entity Level Visibility
- Local Data Residency with In-Country Hosting
User permissions and digital audit trails
- Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through digital audit trail.
Secure document hub
- Share private documents with third-party vendors and partners on a single platform.
Clients We Worked With
We help your office get the job done faster, more accurately, and with less effort than any other approach.
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.
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.