Eton Solutions AtlasFive Introduction
Discover AtlasFive by Eton Solutions, the game-changing platform designed to revolutionize family office operations. With over 270 integrated processes, AtlasFive transforms inefficiencies into efficiencies, enabling you to focus on high-value tasks. Learn how our platform is securing $425 billion in assets for over 390 families worldwide.
How to stay ahead in the Digital Age
Join Rob Mallernee, CEO of Eton Solutions, as he explores the digital transformation reshaping the family office landscape. Learn how AtlasFive can simplify complex operations, meet the real-time data expectations of younger generations, and ensure top-notch security. Ideal for family office managers, financial advisors, and stakeholders.
The AtlasFive® Mobile App
Discover the power of AtlasFive® now in the palm of your hand. The AtlasFive® Mobile App brings the robust features of our family office platform to your mobile device, offering unparalleled convenience and control. Ideal for family office managers, financial advisors, and stakeholders who are always on the move.
Annual Account Review
Unlock the power of automated Annual Account Reviews with Eton Solutions. Our task-based workflow integrates seamlessly with your Entity Management System to facilitate end-of-year investment policy and compliance reviews. Stay on top of your portfolio with real-time market value insights, asset class objectives, and cash compliance. Ideal for financial professionals seeking a streamlined approach to compliance reporting.
The Reimagined Family Office
Join Rob Mallernee, CEO of Eton Solutions, as he delves into the modern challenges facing family offices. Learn about the generational shifts in wealth, the complexities of data management, and the operational hurdles in running a family office. Gain insights into how Eton Solutions is helping family offices adapt to these challenges. Ideal for family office managers, financial advisors, and stakeholders.
FOX Partner Technology Day Virtual Panel
Join industry experts, including Rob Mallernee, CEO of Eton Solutions, in this enlightening panel discussion at the FOX Partner Technology Day. Explore the current challenges and solutions in family office technology, and gain insights from a community of learning. Ideal for family office executives, advisors, and anyone interested in optimizing their tech stack.
Eton Solutions Campden Mega Trends 2022
Join Rob Mallernee, CEO of Eton Solutions, as he delves into the key trends shaping the family office landscape in 2022. From managing increasing complexity to navigating various types of risks, this comprehensive guide is a must-watch for anyone involved in family office management. Learn how to integrate financial disciplines, utilize data effectively, and meet rising stakeholder expectations.
Family Office Security Considerations
Join Tim Raby, CTO of Eton Solutions, as he delves into the critical aspects of cybersecurity for family offices. Learn how to protect sensitive data, manage user access, and mitigate security risks. This video is a must-watch for family office managers, financial advisors, and anyone concerned about data security.
FOX Eton Solutions Winter Tech Day 2022
Join Rob Mallernee, CEO of Eton Solutions, as he presents at the FOX Eton Solutions Winter Tech Day 2022. Dive deep into the changing trends, complexities, and challenges shaping the family office landscape. Learn how to leverage these trends to optimize your operations, from cybersecurity to staffing. Ideal for family office managers, financial advisors, and stakeholders looking for actionable insights.
Eton Solutions Presenting at the FOX Family Forum
Join Rob Mallernee, CEO of Eton Solutions, at the FOX Family Forum as he explores the future of Intelligent Family Offices. Learn how to make technology a personal tool that reflects your organization's values, streamline your business processes, and tackle the challenges of integrating new technologies. Ideal for family office managers and financial advisors looking to optimize their operations.