At the core is AtlasFive®, unifying every aspect of complex wealth into a single, seamless environment, while EtonAI™ supercharges decision-making with intelligent document processing, portfolio analysis, and personalized investment strategies.
Imagine instant portfolio clarity, real-time cross-border management, and actionable insights woven directly into your strategy. With enterprise-grade security, Bring Your Own Key encryption, and ISO 42001 certification, Eton ensures your data is not only protected but handled with ethical, transparent AI. The result: a transformative journey that simplifies complexity, empowers confident choices, and unlocks the future of Wealth Intelligence.
Assets on Platform
Families on Platform
Transactions Processed Annually
Securities
In Product Development
Documents
EtonAxis™ – Advanced platform designed specifically for institutional investors and fund managers to optimise deal flow and portfolio management.
EtonAxis™ – Advanced platform designed specifically for institutional investors and fund managers to optimise deal flow and portfolio management.
AtlasFive® and EtonAI™ - Built by a Family Office for Family Offices, empowering financial advisors with comprehensive tools and AI-driven insights.
AtlasFive® and EtonAI™ - Built by a Family Office for Family Offices, empowering financial advisors with comprehensive tools and AI-driven insights.
AtlasFive® – Trusted platform to serve clients with tailored investment solutions and optimised workflows.
AtlasFive® – Trusted platform to serve clients with tailored investment solutions and optimised workflows.
EtonAlpha™ – Exclusive solutions to manage and grow wealth with personalised strategies and sophisticated analytics.
EtonAlpha™ – Exclusive solutions to manage and grow wealth with personalised strategies and sophisticated analytics.
Move beyond reporting into real-time intelligence — delivering insights that turn complexity into clarity.
Seamlessly manage cross-border operations, portfolios, documents, and entities in one unified system.
Automate the repetitive. From onboarding and reconciliations to bill pay and tax prep, EtonAI™ executes across 250+ document and workflow types.
Access real-time data and analysis that empowers CIOs, COOs, and Principals with a single source of truth.
Bring Your Own Key encryption and ISO 42001 Certification ensure your AI is private, ethical, and compliant.
Replace manual processes with intelligent automation — freeing your team to focus on strategy, not admin processes.
Retrieving, downloading, and archiving investor documents from multiple portals
Minutes per statement
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
Minutes per transaction
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
Hours per portfolio
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
Minutes per document
Extracting line items from statements and mapping them to expense categories and general ledger accounts
Minutes per statement
Retrieving, downloading, and archiving investor documents from multiple portals
With Eton Solutions Platform
Min
Other
Platforms
Minutes per statement
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
Min
Other
Platforms
Minutes per transaction
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
With Eton Solutions Platform
Min
Other
Platforms
Hours per portfolio
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
Min
Other
Platforms
Minsutes per document
Extracting line items from statements and mapping them to expense categories and general ledger accounts
With Eton Solutions Platform
Min
Other
Platforms
Minutes per statement
EtonAlpha™ has given me a consolidated view of my portfolio, providing greater transparency and enabling informed decision-making.
EtonAlpha™ gave me back an entire week every month through automation, allowing me to focus on investment performance and enjoy life.
Together with Eton Solutions, we're setting a new benchmark for Family Office as a Service, delivering world-class technology tailored for UHNW and HNW families.
By integrating Eton's globally trusted platform, we're streamlining family wealth with unprecedented precision, transparency, and governance.
EtonAI™ has transformed how we process documents and data, creating trusted AI workflows that continue to expand across our operations.
Together with Eton Solutions, we're pioneering a Responsible AI framework built on transparency, ethics, and trust.
EtonAlpha™ gave me a single, transparent view across all my entities and investments—bringing clarity, confidence, and peace of mind.
Eton Solutions provides a single, consolidated view of my wealth, giving me the confidence to make better decisions and plan for the future.
