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Touch

The Leading
WealthTech Solution

Powered by AI, For Family Offices Globally.

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Generations of wealth and decades of experience must be passed on.

Future-proof your family office with EtonGPT™ The leading integrated and secure family office Generative AI solution to assist family office staff with complex cognitive tasks.

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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.

Watch Our Founder’s Journey

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EtonGPT app on iPad

+$936 Billion

Managed on Platform
EtonGPT Mobile app on phone

+11.5 Million

Transactions processed annually
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+92,000

Entities
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+$65 Billion

Payments initiated from Platform
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+134,000

Liquid and Illiquid Assets
Aggregated on Platform
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+723 Families

on the Platform
Company

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.

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Seamless
Experience

Our one-stop solution streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products.

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Improved
Decision Making

Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.

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Efficiency
Enhancement

Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.

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Flexible
Growth

With our elastic scaling, we effortlessly adapt to your evolving business needs, whether you're expanding or downsizing.

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Uncompromised
Security

Our robust cyber security protects your sensitive data, offering peace of mind while preserving the trust of your digital environment.

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Data-Driven
Strategy

We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.

Our Solutions
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What makes us different

View our Solutions
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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.

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General Ledger, Partnership and Trust Accounting
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Portfolio Management and Investment Reporting
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Tax Classification
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Bill Pay
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AI Family Office Assistant
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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.

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Virtual family office in the palm of your hand
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Get full control and visibility of your total net worth
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Ensure maximum privacy for your family’s needs​
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Harness the power of AI with EtonGPT™ as your personal AI Assistant
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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.

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Investments
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Accounting
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Tax Support Services
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Our Clients

Who We Serve

(01/06)

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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(02/06)

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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(03/06)

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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(04/06)

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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(05/06)

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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(06/06)

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.

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Awards & Accreditations

An Award-Winning Platform

Eton Solutions - Fast 500 technology North America Deloitte.
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Eton Solutions Insights

Get The Best Insights

View All Insights
Newsroom

Eton Solutions Launches EtonGPT™, World’s First Generative AI Platform for Family Offices

Eton Solutions, a leader in comprehensive wealth management ERP systems for family offices has announced the launch of EtonGPT™ the world's first GenAI module for family offices globally. EtonGPT™ integrates the powerful transactional capabilities of Eton Solution's ERP platform, with sophisticated conversational AI functionalities.

ETON SOLUTIONS BLOG

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.

Event insights

Setting Up a Family Office: Navigating Challenges and Creating Value

Hubbis recently hosted a thought-leadership discussion and lunch at Zuma in the DIFC, in collaboration with Bryan Henning, SVP, Head of International at Eton Solutions. The exclusive gathering brought together senior management from Single and Multi-Family Offices, along with professional service advisers in Dubai, including private client lawyers and tax experts.

Family office insights

Future-Proofing Family Offices: Embracing AI for sustainable growth

The rise of AI offers family offices the ability to make a bigger tech leap to improve operations, enhance the decision-making process and ensure they can fulfil their primary objective of wealth creation.

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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.