The Leading
WealthTech Solution
Powered by AI
Revolutionize Your Family Office with EtonGPT™: Streamline Workflows, Simplify Complexity, Amplify Your Success
Eton Solutions transforms how family offices operate by providing an integrated, AI-powered platform that unites all aspects of wealth management. Streamline processes, ensure precision, and unlock actionable insights to safeguard and grow generational wealth. Empower your family office to deliver unparalleled service and build a legacy of excellence.
Discover EtonGPT™
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Built By A Family Office
For Family Offices Globally
We’re more than experts in creating software and simplifying data aggregation — we’re experts in you and your business. Our founder and seasoned leadership team built their careers as family office professionals. We empathize with your challenges and understand your goals because we experienced your day-to-day operations.
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+$936 Billion
+14.2 Million
+126,000
+$65 Billion
+205,000
Aggregated on Platform
+750 Families
One integrated platform.
One database.
One source of truth.
Our solution to the challenges family offices face is our fully integrated secure cloud native AI-driven platform, AtlasFive®. It acts as one source of truth utilizing the same transaction-level data for investment ledger, performance reporting, the general ledger, and the tax ledger, which means all of your AtlasFive® ledgers are in sync at all times and everything you need to process a transaction is in one place.
As the future of the family office evolves, Eton Solutions is at the forefront of integrating AI into family office operations. Leverage a suite of AI-powered tools securely within their private instance, family offices can enhance efficiency and prepare for the future. These advancements offer automated data processing, generative AI and intelligent insights, reducing manual workload and allowing staff to focus on the office’s priority - achieving the goals of the family it serves.
Seamless
Experience
Our one-stop solution streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products.
Improved
Decision Making
Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.
Efficiency
Enhancement
Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.
Flexible
Growth
With our elastic scaling, we effortlessly adapt to your evolving business needs, whether you're expanding or downsizing.
Uncompromised
Security
Our robust cyber security protects your sensitive data, offering peace of mind while preserving the trust of your digital environment.
Data-Driven
Strategy
We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.
What makes us different
View our Solutions
AtlasFive®
Eton Solutions has reimagined each intricate process of a family office into AtlasFive®, a fully integrated secure cloud native AI-driven platform. A family office serves many different roles for its clients, and no two family offices are structured exactly alike. AtlasFive® platform is highly customizable to fit your office’s needs and be the sole platform you use. The platform improves efficiency as well as trust—in the data, in the process, and in the reporting. Embedding your office’s workflows into AtlasFive® can expedite all functions a family office provides to its clients.
EtonGPT™
EtonGPT is a cutting-edge AI-powered assistant designed to enhance efficiency, automate processes, and provide actionable insights for family offices. Seamlessly integrated into AtlasFive®, EtonGPT empowers teams with intelligent automation, predictive analytics, and intuitive support to drive smarter decision-making.
Administrative
Family Office™
Eton Solutions adds professional services to the power of the AtlasFive® platform to deliver the end-to-end administrative services traditionally provided by a family office in a cost-effective, hassle-free solution we call the Administrative Family Office™ (AFO™).
AFO™ facilitates administrative services such as bill pay, accounting tasks, mailroom processes, document management, and a range of other key capabilities by leveraging the Eton Solutions AtlasFive® platform. 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.
Services
Family offices have different goals and resources, which is why we offer comprehensive service options to our clients. Choose the support you need, when you need it — investment support, general ledger assistance, investment management support, and more.
Offer your clients more without adding additional staff.
Who We Serve
Single Family Offices
Whether the job is client reporting, accounting, performance reporting, estate planning, managing alternative assets, or any other of the myriad tasks an SFO does, there is the expectation they will be done in an accurate, transparent and timely way. Eton Solutions enables family office professionals to focus on higher value tasks, de-risk operations in a highly secure and scaled access managed environment.
Multi-Family Offices
A multi-family office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. The Eton Solutions AtlasFive™ software platform and optional supplemental services enable MFOs to efficiently execute transactional services and at lower costs thereby increasing profitability.
Business Managers
As a financial advisor, you’re trusted by your clients. They depend on you to effectively manage their investment portfolios and guide them on the best path forward. With products and services by Eton Solutions, you can offer more value-added services that solve your clients’ pain points and provide them with a more centralized and simplified wealth management experience.
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Wealth Owners
A family needs more than just advisory services to manage wealth effectively. Eton Solutions offers a variety of services and products that expand your administrative capabilities, improve your access to current data about your assets and net worth, and let you choose the level of investment, advisory, and tax support you need.
Registered Investment Advisors
AtlasFive® is a fully integrated, cloud-native AI-driven platform that offers a transformative solution to the challenges faced by Registered Investment Advisors (RIAs). By addressing operational inefficiencies, it replaces manual processes with streamlined automation. AtlasFive™ includes a workflow engine that automates operational tasks such as data aggregation, transaction processing, position reconciliation, document management and fee billing to achieve higher efficiency and accuracy in operations.
Partners
At Eton Solutions, we foster collaborative partnerships and provide valuable resources to empower our ecosystem partners.
By becoming an Eton Solutions Ecosystem Partner, you gain access to a wide array of benefits and opportunities that elevate your service capabilities and expand your reach on a global scale.
An Award-Winning Platform
Get The Best Insights
View All InsightsAI to be the nerve centre for family offices, PE firms: Eton Solutions
Wealthy Australians’ shift to private markets is accelerating AI adoption in family offices. Eton Solutions is leading this transformation with generative AI, enabling real-time portfolio insights, automation, and operational efficiencies.
A Self-Driving Family Office?
Along the technology journey toward automotive automation and self-driving cars, experts frequently talk about five levels of automation, ranging from no driving automation whatsoever (Level 1) to full driving automation (Level 5). Today’s family offices might think about a similar spectrum when considering where they are in harnessing the power of automation to improve the way they get from here to there.
Eton Solutions’ Bryan Henning on How Family Offices Can Adapt to Expanding Demands and Complexities
Bryan Henning of Eton Solutions highlights that as family offices grow, technology and automation are essential for efficient, scalable, and sustainable wealth management.
Forbes: The Future Of The Family Office: The Arrival Of AI
AI is transforming family offices by automating repetitive tasks, enhancing efficiency, and enabling professionals to focus on high-value work, with firms that embrace AI gaining a competitive edge while those that don’t risk falling behind.
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.