Experience
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 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.
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.
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.
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.
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.
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.
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.
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.
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
+14.2 Million
+126,000
+$65 Billion
+205,000
Aggregated on Platform
+750 Families
+$76 Billion AUM
An Award-Winning Platform
Industry Insights
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.
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.
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.
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.