Eton Solutions

Platform for Family Office and Multi-family Office

  • Clients
    • Single family offices
    • Multi-family offices
    • UHNW Families
    • Ecosystem Partnerships
  • Solutions
    • AtlasFive®
    • AFO™
    • Services
  • Resources
  • About Us
  • Contact Us

Transform your family office,

reimagine your value

One integrated platform.
One database.
One source of truth.

Award-winning family office software enabling improved accuracy, optimized processes, and reduced risk — so you can focus on what matters most: providing more value and deepening client relationships.

Software built by a family office, our AtlasFive® solution empowers you to completely rethink what you can achieve.

Light Concept
+$
737
Billion
managed on the platform
+
1,600
system users
+
8.1
Million
transactions processed annually
Infographic
+
650
active families on the platform

Family office software built by a family office.

Icon Idea

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 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

Eton Solutions Introduces the Administrative Family Office™ to Broaden Access to World-Class Wealth Management Technology and Professional Services

AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform.

Read More ...

We built a tailored solution for family offices.

Our experience motivated us to create the first fully integrated wealth management platform that transforms your data governance & aggregation practices while automating workflows & processes so your employees and office can achieve more. We created the “holy grail” for family offices, where the investment ledger, performance reporting, the general ledger, and the tax ledger are all truly integrated and utilize the same transaction-level data.

One of the challenges of working in a family office is balancing time spent on routine tasks and reporting with time spent adding value for your clients. We know that challenge because it was the challenge our founders faced when they worked in family offices.

It quickly became clear to them that less time spent on data entry and reconciliation directly translates to more time that can be spent achieving long-term business goals. Seasoned employees could focus on developing deeper relationships with clients and being proactive to their needs.

Clear and accurate reporting remains a core function of the family office — but imagine what your family office can do with more efficient workflows on an integrated platform:

  • Standardize processes
  • Automate core functions
  • Ensure best practices
  • De-risk operations
  • Revolutionize reporting

The best part about working with Eton is the transparent conversations we have. They are proactive, and working with them never feels like going to battle—we are partners. We took a big swing on Eton, and we hit a home run by finding a solid partner.

President (An International MFO)

An award-winning platform.

WealthTech Awards 2022 Eton Solutions Winner
PAM Awards 2022_Best partnership accounting system_ Eton Solutions
PAM Awards 2022_Best family office service provider new innovations_Eton Solutions_HC
PAM Awards 2022_Best tech platform for family offices_Eton_HC

Our integrated platform provides trust and transparency.

We’ve reimagined each intricate piece of a family office into one integrated platform. A family office serves many different roles for its clients, and no two family offices are structured exactly alike. Our software is customizable to fit your office’s needs and be the sole platform you use. This integration 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 of the typical functions a family office provides to its clients:

  • Entity management
  • Data aggregation
  • Investment reporting
  • General ledger
  • Partnership accounting
  • Transaction initiation
  • Document management
  • And more…

Schedule A Call

Speak to an Eton Solutions family office expert about your specific requirements.

Eton Solutions

Eton Solutions, L.P.

2250 Perimeter Park Drive, Suite 150
Morrisville, NC 27560, U.S.A.

+1.919.502.1236
info@eton-solutions.com

Eton Solutions International Pte. Ltd.

12 Marina View #23-01, Asia Square Tower 2
Singapore 018961

international@eton-solutions.com

Eton Solutions Tech Middle East Limited

Unit GV-00-10-07-OF-02
Level 7 Gate Village Building 10
DIFC, Dubai, United Arab Emirates

international@eton-solutions.com

Eton Solutions

Platform

  • Capabilities
  • Architecture
  • Implementation
  • Fund Accounting

Services

  • Outsource Services
  • Custom Services

Clients

  • Single family offices
  • Multi-family offices
  • UHNW Families
  • Ecosystem Partnerships

About

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SaaS Certifications

NQA, ANAB ISO27001 Certification
AICPA SOC Certification
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