Services that empower our clients to achieve more for their clients.
Your clients expect increasingly complex, specialized services from their family office. These growing demands can strain your resources and diminish the value you are able to provide. Our Global Technology Center collaborates with you to help you achieve — and exceed — your family office’s goals.
Whether you work with AtlasFive independently or have us help you manage middle and back-office tasks, our goal is for you to maximize the value you receive from the platform while always remaining in control. We help you identify your family office’s needs, and then we work with you to devise a solution that complements the value you deliver to your clients.
Eton Solutions will assign 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.
Customized service options in collaboration with Your clients.
When you choose Eton Solutions and AtlasFive®, our experts work with your office to ensure a seamless transition from implementation to operation. But our support doesn’t have to stop once the platform is up and running. Many of our clients leverage our Global Technology Center to scale and differentiate their family offices.
From implementation to operation and beyond, we offer services to support you.
Accounting & Reporting
Performance & Client Reporting
Maintenance & Pricing
Tax Support Services
award-winning services let offices choose what they need
Family offices have different goals and resources, which is why we offer comprehensive service options to our clients. With a dedicated Global Technology Center, we can tailor our support to fit your needs—even as those needs evolve over time.
We work with you to learn your office’s objectives. Then, our domain experts identify ways to optimize your office’s efficiency with the right amount of support from our Global Technology Center. We’ll collaborate to build an extended team to help you manage middle- and back-office tasks and share best practices.
Get access to a highly experienced team with one key point of contact assigned and pay only for the hours you use.
If your staff requires support in more complex functions, we’ll design a customized services plan that ensures your office has top-tier resources to help your teams achieve more and leave clients satisfied.
Investment Management Support
Reporting & Analytics
One of the most complex processes for a family office, fund accounting, is also one for which AtlasFive provides comprehensive support. Fund accounting can quickly become complicated, with multiple allocation structures and various reporting schedules required. Simplify your family office’s fund accounting workflow by maximizing the power of AtlasFive to ensure family members have access to accurate information, capital activity is streamlined, and data is always ready for audits.
General Ledger Accounting / Fund Accounting
Loans & Receivables Management
Tax support services
Tracking the movement of cash, reconciling A/P and A/R, and providing reports to family members can keep staff members busy with tasks. With AtlasFive integration and the support of our Global Technology Center, your cash management, loan tracking, tax support, and bill pay processes can be optimized, resulting in reduced employee workload and less document handling and paperwork. Your office can maintain oversight and control while relying on our expanded team for comprehensive support to keep all cash movement expedited and transparent.
Most clients who use the AtlasFive platform appreciate support in the following fundamental areas. Depending on the office’s unique needs, clients can choose from any or all of these core services to ensure their specific requirements are met without purchasing unnecessary additional services.
Asset Setup, Maintenance & Pricing
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about your specific requirements.