Digital transformation for multi-generational success
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. Along with providing investment reporting, tracking alternative investments, providing tax preparation, managing cash flow, paying bills and the list goes on.
Without a unified platform designed specifically for the needs of the family office, you are required to integrate 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.
What you would be getting as a Single Family Office
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.
Why Eton Solutions?
AtlasFive® from Eton Solutions is an all-in-one technology platform designed to streamline and automate the complex operations of Single Family Offices (SFOs). Centralizing financial, legal, and operational functions, it eliminates the need for multiple systems, reducing errors and improving efficiency. The platform also includes built-in compliance tools, ensuring SFOs stay aligned with regulatory requirements across global operations.
In addition to data management, AtlasFive® provides real-time analytics and reporting, enhancing decision-making capabilities. Its scalability allows the platform to grow with the family office, while customization ensures it meets specific needs. Overall, AtlasFive® helps reduce administrative burdens and optimizes outcomes by integrating critical functions into a secure, comprehensive system.
Built by a family office, specifically for a family office, our solution allows you to completely rethink what you and your family office can achieve.
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.
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.