A platform for the Family Office built by a family office. One that allows an office to operate more efficiently and effectively by providing a single, integrated source of the truth.
Your clients expect increasingly complex, specialized services from their family office. Transform your business processes and tap into timely, accurate data. Eton Solutions offers the industry’s first end-to-end technology platform AtlasFive, plus a wealth of services to power your business.
Single Family Offices
Professional Services Firms
ATLASFIVE, A COMPREHENSIVE TECHNOLOGY PLATFORM, BUILT FOR THE ULTRA-HIGH NET WORTH OFFICE
Through our platform (AtlasFive) Eton Solutions provides the foundation for enterprise class process, automation, technology, reporting and client delivery capabilities. With enterprise-class automation, reporting, and client delivery capabilities.
TRANSFORM YOUR OPERATIONS
AtlasFive is the industry’s first end-to-end technology platform. Simplify the operations of your family office while leveraging integrated business intelligence.
PEACE OF MIND
Have confidence in your data accuracy (daily) and security, via AtlasFive’ s centralized database and integrated workflows. No more double-checking numbers or worrying about breaches.
Do more with less. AtlasFive increases efficiency by streamlining key processes, enabling best practices, and eliminating manual effort.
EXCEED CLIENT EXPECTATIONS
Focus more on the specialized services that your clients demand. Gain greater insight into each client’s needs and make decisions based on real-time information.
FREEDOM TO WORK REMOTELY
Assist clients from anywhere, anytime with an intuitive and easy-to-use interface, available via computer or mobile device.
Eton Solutions Global Service Center (ESGSC) can help you scale and differentiate your family office.
- Data aggregation, consolidation, and normalization
- Exception management
- Security master management
- Document uploads
- Transaction initiation (bill pay, cap calls, etc.)
Potential service models are as follows:
Client Driven. Eton Solutions configures the AtlasFive platform for the way you work. We train your professionals on how to use the technology and provide support as needed. You continue to perform back-office services.
Collaborative. Same as model above, except that we partner with your office to identify and outsource tasks that Eton Solutions Global Service Center can perform better or more cost effectively. We are mutually accountable for back-office services.
Outsource. Your office wants to focus on higher value, analytical or oversight roles. You prefer to spend your time with clients, not managing the back office. You outsource these tasks and functions to Eton Solutions Global Service Center, and we are responsible for back-office services.
Schedule a Demo
See AtlasFive, the first end-to-end platform for the family office.