A comprehensive enterprise management system and service for the family office and multi-family office market, including a full suite of CRM, data aggregation, investment reporting, general ledger, and transaction processing with integrated reconciliation and verification.
The solution is a model platform facilitated by a process driven and role based workflow with audit trails. Custodian agnostic with bank level security on any device.
The Eton Solutions platform is an integrated solution with application functionality covering:
- Relationship Management
- Investment Management
- Document Management