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财富拥有者

Eton Solutions, creator of the award-winning AtlasFive® technology platform, launched the industry-first Administrative Family Office™ (AFO™). The AFO™ introduces a cost-effective, integrated solution for ultra-high-net-worth families, starting from $25 million in assets, offering the same powerful capabilities as large single family offices. An AFO-powered office is a far more cost-effective and rewarding alternative, essentially delivering a virtual family office in the palm of your hand.

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用 AFO™ 选择自己的路

家族办公室并非人人适用。建立家族办公室可能耗时耗力,维护成本也很高,还可能增加不必要的管理复杂度。

而且,一个家族要有效管理财富,需要的不仅仅是咨询服务。那么,家族如何既避免麻烦,又仍然获得家族办公室的好处呢?

如果您已有值得信赖的财务顾问,那么再辅以 Eton Solutions 的 AFO™,就能获得所有必要的管理功能,实现高效的家族办公室。此外,AFO™ 还提供数据驱动的基础功能,为您的顾问赋能。

专为超高净值家庭设计

专业团队助您将财务信息化繁为简
随时随地全面控制
实现全面的投资组合可视化并优化性能
无缝地管理复杂的投资
拥有优质、准确和安全的数据基础设施
跟踪您的所有私人资产
A man and a woman sitting on a boat looking at a laptop.

A Virtual Family Office in the Palm of Your Hand

Eton Solutions在AtlasFive®平台上添加了各种专业服务,从而通过具有成本效益和免除麻烦的解决方案,我们称之为行政家族办公室™(AFO™),提供传统上由家族办公室提供的端到端行政服务。

让 AFO™ 成为您当前首选的咨询服务之一,满足您的财富管理需求,同时避免家族办公室的费用和复杂性。

主要优势
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Eton Solutions 的 AFO™ 为财富管理赋能

With Eton Solutions’ Administrative Family Office™ (AFO™), you can access a secure, best-in-class platform to manage and control your total net worth. Paired with a plug-and-play suite of features and services to augment and improve middle and back office efficiency, the AFO™ empowers your family office to focus on achieving its vision and legacy.

AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.

家族办公室的设立成本不再高昂
即插即用的服务套件,可提高后台和中台办公效率
整合财务数据和表现/风险报告,以统一视图展示,从而获得实时洞察见解,加快决策进程
利用 Eton 一流的 Azure 基础设施,以安全的方式管理资产、账户和投资
利用我们屡获殊荣的数据模型,可以实现自动化,从而提升组织效率
安全、一流的端到端操作管理与控制平台

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.