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财富情报

The Only Integrated, Secure WealthAI Solution

您是否在为分散的数据、复杂的法规而苦苦挣扎,
还有效率低下的财富管理流程?

介绍 AtlasFive® 和 eTonal™
-专为财富情报而打造。

Our purpose-built and fully integrated platform AtlasFive™, powered by EtonAl™,
ensures scalability, security, and seamless workflow automation.

AtlasFive® is the most advanced wealth management platform integrating entity management, portfolio management, GL and fund accounting, transaction processing, document management and more into a unified digital ecosystem. AtlasFive® empowers wealth management firms to automate complex workflows, eliminate data silos, and deliver personalized service with unmatched accuracy and speed. The platform is trusted by Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity globally, managing over $936 billion in assets.
More about AtlasFive®

EtonAI™ is a next generation artificial intelligence system to work smarter and faster by automating routine tasks and augmenting staff with intelligent assistance. From processing complex documents to surfacing insights, answering questions in plain language, and generating dynamic reports, EtonAI™ transforms how teams access and act on information. Whether embedded in AtlasFive® workflows or used on its own, it helps reduce manual work, improve decision-making, and drive up to 10x gains in operational efficiency—all within a secure environment.
More about EtonAI™

Why Choose Eton Solutions?

Single Source of Truth

Eton Solutions simplifies your wealth management operations by unifying your investment, accounting, and tax data into one integrated system. Say goodbye to the frustration of reconciling data across multiple tools. Our platform provides a consistent and reliable source of truth, ensuring seamless access to data for smarter decision-making. As the only fully integrated AI solution for wealth management, we lay the foundation for AI-powered insights, helping you unlock the full potential of your data.

Unmatched Security

At Eton Solutions, protecting your data is our top priority. With industry-leading security standards, robust data privacy protocols, and Responsible AI principles, we ensure your data is always secure. Certified to leading industry standards, including ISO 27001 (Security), ISO 27701 (Privacy), ISO 42001 (Artificial Intelligence), SOC 1 and SOC 2, our platform offers unparalleled protection. Plus, our unique Bring Your Own Key (BYOK) encryption feature gives you complete control over your data, guaranteeing privacy and security without compromise.

Eton Solutions Founder Robert Mallernee

Supercharged Decision-Making with EtonAI™

EtonAI™ is our proprietary market-leading artificial intelligence system tailored specifically for wealth management. With 400+ use cases, it offers Intelligent Document Processing (IDP) for 250+ document types, investment portfolio analysis with a chat interface, and the ability to write investment theses using your private data. Features like semantic search and contextual insights enable you to access and interpret information effortlessly. EtonAI™ empowers you to optimize workflows, enhance efficiency, and unlock deeper intelligence to stay ahead in managing your wealth.

Global Reach, Local Support

Eton Solutions empowers you to operate seamlessly across 54+ countries while staying compliant with local data regulations. Our wealth management platform, AtlasFive®, is designed to handle the complexities of cross-border operations with ease. From artificial intelligence and multilingual support to multi-currency management, tax compliance and local bank integration, we provide the solutions you need to manage your business effortlessly, no matter where you are.

Eton Solutions Founder Robert Mallernee

Your Data, Your Control

Holistic intelligence enhances your decisions with a global view of your data. Our integrated platform enriches your data with real-time web information, advanced Large Language Models for reasoning and decisioning, Retrieval-Augmented Generation (RAG) for context-aware response to user queries and Vector Databases for seamless document retrieval. You can accelerate wealth tech innovation with synthetic data, enabling you to test, model, and overcome real-world limitations—giving you a distinct competitive edge.

Transparency and Trust

Eton Solutions is dedicated to Responsible AI principles, ensuring that our AI systems deliver clear, transparent reasoning for all AI-driven processes and data handling. We achieved ISO 42001 certification for Artificial Intelligence Management Systems (AIMS), becoming one of the few wealth management platforms in the world to attain this distinction. With rigorous model validation, secure and private AI systems, and continuous oversight, we ensure every AI-driven decision is ethical, reliable, and empowers you to make informed choices with confidence.

Eton Solutions Founder Robert Mallernee

Your Complexity is Our Simplicity

At Eton Solutions, we thrive on simplifying the complexities of wealth management for our diverse clients, including Single Family Offices, Multi Family Offices, Business Managers, Wealth Owners, Registered Investment Advisors, Private Equity and Partners. No matter how complex your operations are - whether you're managing multi-generational families or private equity firms requiring look-through capabilities on underlying investments, our platform turns complexity into streamlined efficiency. AtlasFive® combines cutting-edge AI with advanced data integration to manage 270+ workflows across investment management, accounting, tax, document management, bill pay, transaction processing fund accounting, trust accounting and more. Our mission is simple: turning your challenges into seamless solutions, so you can achieve your goals with clarity and confidence, no matter how complex your needs.

工业

我们为谁服务

(01/07)

单一家族办公室

无论是客户报告、会计、绩效报告、遗产规划、管理另类资产,还是SFO所做的任何其他众多任务,都希望这些工作能够准确、透明和及时地完成。Eton Solutions使家族办公室专业人员能够在高度安全和可扩展的访问管理环境中专注于更高价值的任务,降低运营风险。

(02/07)

联合家族办公室(MFO)

多家族办公室为客户提供多种职位,其提供的所有服务都必须准确、透明地执行。Eton Solutions AtlasFive™ 软件平台和可选的补充服务使MFO能够以更低的成本高效地执行交易服务,从而提高盈利能力。

(03/07)

业务经理

作为财务顾问,您受到客户的信任。他们依靠您来有效地管理他们的投资组合,并指导他们走上最佳的前进道路。借助Eton Solutions的产品和服务,您可以提供更多的增值服务,以解决客户的痛点,并为他们提供更加集中和简化的财富管理体验。

(04/07)

财富所有者

家庭需要的不仅仅是咨询服务来有效管理财富。Eton Solutions提供各种服务和产品,可扩展您的管理能力,改善您获得有关资产和净资产的最新数据的机会,并让您选择所需的投资、咨询和税收支持水平。

(05/07)

私募股权、房地产和基金公司基金

AtlasFive® 是一个由人工智能驱动的云原生平台,可简化私募股权、房地产和基金公司的运营。它可以自动化对账、估值和报告等关键流程,同时通过强大的多账本系统支持多种资产类别。凭借内置的安全和合规性,AtlasFive® 可帮助企业自信地扩大规模并保持投资者的信任。

(06/07)

注册投资顾问

AtlasFive® 是一个由人工智能驱动的云原生平台,通过用自动工作流程取代手动任务,帮助RIA克服运营挑战。从数据聚合和交易处理到文件管理和费用计费,AtlasFive® 简化了运营,以提高效率和准确性。

(07/07)

合作伙伴

在Eton Solutions,我们促进合作关系并提供宝贵的资源来增强生态系统合作伙伴的能力。
通过成为Eton Solutions生态系统合作伙伴,您将获得广泛的权益和机会,从而提升您的服务能力并扩大您在全球范围内的影响力。

+936亿美元

在平台上管理

+1420 万

每年处理的交易

+126,000

实体

+650 亿美元

平台每年发起的付款

+205,000

流动资产和非流动性资产
在平台上聚合

+750 个家庭

在平台上

+760 亿美元的资产管理规模

2005 年平台上的所有基金
奖项与认证

屡获殊荣的平台

Eton Solutions - Fast 500 technology North America Deloitte.
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A blue circle with the words aicpa soc on it.
Two logos for the national association of information security.
NQA_ISO27701 badge
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奖项与认证

屡获殊荣的平台

Eton Solutions - Fast 500 technology North America Deloitte.
A black and white photo with red text.
A blue circle with the words aicpa soc on it.
Two logos for the national association of information security.
NQA_ISO27701 badge
资源

行业研究与分析

人工智能

经得起未来考验的家族办公室:采用人工智能实现可持续增长

通过采用人工智能驱动的工具和以数据为中心的集成架构,家族办公室可以使其运营经得起未来考验,加强决策,并确保在日益复杂的财富管理环境中实现可持续增长。

人工智能

人工智能是增强工具,而不是替代工具

在家族办公室管理高净值投资组合的错综复杂的世界中,人工智能(AI)的出现不是替代品,而是强大的盟友。

人工智能

借助高级 AI 解决方法新家族办公室

“足的好智能” 并未试用图超越人类智慧的力量,但它在快速、经济和有效地完成特定的任务方方面面出现了色彩。

人工智能

每日英雄:人工智能如何放大人类潜力

这种变革性技术预示着模式的转变,将每项任务、项目或挑战都变成了大放异彩的机会。

联系我们

对家族办公室软件或服务有疑问吗?联系我们。
我们随时准备帮助您找到实现家族办公室转型的方法。