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Wealth Intelligence

The Only Integrated, Secure WealthAI Solution

Are you struggling with fragmented data, complex regulations,
and inefficient wealth management processes?

Introducing AtlasFive® and EtonAI™
- built for wealth intelligence.

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

Why Choose Eton Solutions?

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.

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 in Q1 2025), 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.

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.

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. EtonAl™ empowers you to optimize workflows, enhance efficiency, and unlock deeper intelligence to stay ahead in managing your wealth.

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. In Q1 2025, 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.

Industries

Who We Serve

(01/07)

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.

(02/07)

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.

(03/07)

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.

(04/07)

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.

(05/07)

Private Equity, Real Estate & Fund of Funds Firms

AtlasFive® is a cloud-native, AI-driven platform that streamlines operations for Private Equity, Real Estate, and Fund of Funds firms. It automates key processes like reconciliation, valuation, and reporting, while supporting multiple asset classes through a robust multi-ledger system. With built-in security and compliance, AtlasFive® helps firms scale confidently and maintain investor trust.

(06/07)

Registered Investment Advisors

AtlasFive® is a cloud-native, AI-driven platform that helps RIAs overcome operational challenges by replacing manual tasks with automated workflows. From data aggregation and transaction processing to document management and fee billing, AtlasFive® streamlines operations for greater efficiency and accuracy.

(07/07)

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.

+$936 Billion

Managed on Platform

+14.2 Million

Transactions processed annually

+126,000

Entities

+$65 Billion

Payments initiated annually from the Platform

+205,000

Liquid and Illiquid Assets
Aggregated on Platform

+750 Families

on the Platform

+$76 Billion AUM

Across 2005 Funds on Platform
Awards & Accreditations

An Award-Winning Platform

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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Awards & Accreditations

An Award-Winning Platform

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
Resources

Industry Insights

Artificial Intelligence

Future-Proofing Family Offices: Embracing AI for sustainable growth

By embracing AI-driven tools and integrated data-centric architectures, family offices can future-proof their operations, enhance decision-making, and ensure sustainable growth in an increasingly complex wealth management landscape.

Artificial Intelligence

AI as an Augmentation Tool, not a Replacement

In the intricate world of family offices managing high-net-worth portfolios, Artificial Intelligence (AI) emerges not as a replacement but as a robust ally.

Artificial Intelligence

Revolutionizing Family Offices with Advanced AI Solutions

"Good Enough AI” doesn't strive to eclipse human intelligence, but it excels in accomplishing specific tasks swiftly, economically, and effectively.

Artificial Intelligence

Everyday Heroes: How AI Magnifies Human Potential

This transformative technology heralds a paradigm shift, turning every task, project, or challenge into an opportunity to shine.

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.