Dirigenti d'azienda
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.
Costruito appositamente per i clienti con un patrimonio elevato
Eton Solutions è stata fondata da professionisti che hanno trascorso la loro carriera al servizio degli Ultra-High Net Worth Individuals. Concentrandosi sull'integrazione di sistemi eterogenei e sull'automazione delle attività di routine, Eton Solutions aiuta i manager d'azienda a coordinare senza problemi la gestione della liquidità, la rendicontazione degli investimenti e la preparazione delle imposte, in modo che i clienti abbiano una visione olistica del loro quadro finanziario, beneficiando di processi semplificati, maggiore trasparenza e accesso in tempo reale ai dati.
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.
Al servizio di tutte le esigenze dei vostri clienti
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.
Servizi professionali
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
- Condividere documenti privati con fornitori e partner terzi su un'unica piattaforma.
Connettiti con noi
Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.