Experience
Wealth Intelligence

The Only Integrated, Secure WealthAI Solution You Need

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

Introducing

AtlasFive® and EtonAI™

Built for wealth intelligence.

Why Choose
Eton Solutions?

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

1

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.

2

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.

3

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.

4

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.

5

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.

6

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.

7

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.

Eton Solutions in Numbers

+$936 Billion

Assets Managed on Platform

750+

Families on platforms

+$76 Billion AUM

Across 2,000+ Funds 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

Awards & Accreditations

An Award-Winning Platform

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.

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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.

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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.

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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.

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Single Family Office illustration
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.

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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.

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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.

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