Single family offices
We understand the unique needs of single family offices (SFOs). Family offices are faced with providing a wide range of services with a limited number of staff. You are responsible for numerous multiple entities across various jurisdictions. You need to provide investment reporting, track alternative investments, provide tax preparation, manage cash flow, pay bill and the list goes on.
Without a unified platform designed specifically for the needs of family office, you are required to integrated multiple systems, reconcile this data across silos or you have systems that do not talk to each other. Your financial accounting is unaware of what is going on with your investment system and you end up tracking beneficial interest and creating reports in Excel.
Digital transformation for
Transform your Single Family Office operations and governance with our proven expertise. As a trusted technology partner of over 650 families, we understand the needs and challenges of running a Single Family Office and we know how to empower your family office in achieving its vision.
Single Family Office Innovation
Our unified platform streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products.
Gain scale and transparency
Improved Digital Experience
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.
Revolutionize providing information and reporting to the Family
Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.
Remove manual data management efforts and simplify your data operations
Private Equity Lifecycle Management
Tax Reporting and Filing
We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.
Gain total visibility & risk management
Overview of total costs and fees
Future Proof Your Business
With our cloud-based platform and ongoing product development we can adapt to your evolving business needs.
Increased Resilience with Cloud Native Architecture (CNA)
Flexible Operational Infrastructure
Privacy, Security and Transparency
Our robust cyber security protects your sensitive data, offering peace of mind while preserving the trust of your digital environment.
Secure Infrastructure and IT security
User permissions and digital audit trails
Secure document hub
Clients We Worked With
We help your office get the job done faster, more accurately, and with less effort than any other approach.
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.
Managing Family Office Complexity with AtlasFive®
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.
Schedule A Call
Speak to an Eton Solutions family office expert
about your specific requirements.