Your virtual family office powered by AtlasFive®
Eton Solutions' Administrative Family Office™ (AFO) is a fully integrated technology and professional services solution that streamlines and simplifies the delivery of family office administrative services such as bill pay, accounting tasks, mailroom processes, document management, by leveraging the AtlasFive® platform.
AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.
Key Features of the AFO™
Streamline your family office operations with best-in-class AtlasFive® integrated platform for improved efficiency and elevated focus.
Experience family-level governance
Institutionalize family objectives and comply with tax reporting requirements.
Get full control
at your fingertips
Initiate, authorize and manage all tasks and operations
Secure document hub
User permissions and digital audit trails
Achieve comprehensive portfolio visibility and optimize performance
Capture your family's total net worth for risk management and seize market opportunities
Holistic view of your portfolio
Manage complex investments seamlessly
Simplify the entire Private Equity Lifecycle
End-to-end management of Private Equity
Advanced cash flow analysis and reporting
Have a high quality, accurate and secure data infrastructure
Remove manual data management efforts and simplify your data operations
Integrated data in secure infrastructure
Streamline data operations
Keep track of all your
Centrally manage your private assets wherever you are
Centrally managing all your private assets
Visualisation and Reporting
How our AFO™ team serves you:
Flexible options to Suit Your Needs
One solution to run your family office in an efficient manner.
Performance-driven investment reporting for growth.
Professional-grade wealth solution for complex investments.
Implement AFO™ through
our experienced team
Our proven methodology will have your AFO™ implemented in 30 days*. Beyond leveraging the AFO™ platform, Eton Solutions assigns you a key single point of contact who, leveraging a highly experienced team of experts, will provide your service requirements, paying only for what you need, when you need.
AFO on Mobile
Click to preview the AFO Mobile App