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人才经纪

With Eton Solutions, business managers can offer entertainers and athletes a bespoke and robust range of services.

一体化账单支付流程
投资数据汇总
报税
财务会计

Incorporating Eton Solutions’ scalable services into your business management offerings eliminates the problem of manually integrating disparate systems. It also improves transparency, decreases risk, and enables business managers to provide more services to more clients – without increasing costs.

专为高净值客户打造

Eton Solutions 的创始人在其职业生涯中一直致力于为超高净值人士提供服务。Eton Solutions 专注于整合不同的系统和实现日常工作自动化,帮助人才经纪无缝地协调现金管理、投资报告和报税工作,使客户能够全面了解自己的财务状况,同时受益于简化的流程、更高的透明度和实时数据访问。

Benefits

Bill Pay Efficiency
Simplified Account Processes
隐私、安全和透明度
Compliance and Audit Trails
一体化现金管理和银行业务

AtlasFive®:
A New Alternative
for Business Managers

AtlasFive® from Eton Solutions provides business managers with a new alternative for bill payment and client accounting. No longer do business managers need to make technology decision based on where they bank. AtlasFive provides a modern technology platform that enables business managers to take advantage of the latest in technology such as AI to scale their business.

伊顿方案创始人罗伯特-马勒尼
主要优势

满足客户的所有需求

Scale Your Operations

Streamline your client bill payment process with our integrated business manager platform.

Integrated Cash Management and Open Banking

  • Integration with BILL and multiple banks.
  • Over $65B in bill payments processed.
  • Robust approval workflow.

Integrated Platform

Our unified platform includes bill pay, client accounting, investment data integration and more.

Key Functions Fully Integrated

  • Seamless integration between your custodian of choice and general ledger accounting system eliminates reconciliation between systems reducing risk and adding scale.

Digital Client Experience

Delight your clients with seamless digital experience.

Improved Customer Experience

  • Client portal and mobile app provide a modern digital experience for your clients allowing them to approve bills on the go, share document securely and look up important financial information.

Custom Reporting

Better Information Delivery

  • Over 50 Standard reports.
  • Integrated Business Intelligence tools.
  • Private Labelling.

专业服务

Delight your clients with seamless digital experience.

Augment your Staff

  • We can provide many back office operations functions in a cost effective manner allowing your team to focus more on your clients.

Privacy and Data Security

Protect your clients data.

Secure Infrastructure and IT Security

We offer you a best-in-class solution that gives you full control over your data, is managed according to the highest security standards, and ensures maximum level of Privacy for your family’s needs.

  • SOC2 Certified.
  • ISO 27001 Certified.
  • Cloud Native Architecture.
  • Integrated Single Sign On with Multi Factor Authentication.
  • Disaster Recovery.
  • 24x7 Monitoring.

User Permissions and Digital Audit Trails

  • Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through a digital audit trail.

Secure Document Hub

  • 在单一平台上与第三方供应商和合作伙伴共享私人文件。

与我们联系

Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.