The Only Fully Integrated
Family Office Software &
Data Management Platform
Revolutionize your family office reporting and wealth management
with our comprehensive, secure, and intuitive family office software
built specifically for managing complex wealth structures across
multi-family and single-family offices.
Built by Family Office, For Family Offices. Leading Family Office Data & Document Management
Founded in 2010 by professionals within multi-family offices, our platform caters to your family office data software, performance reporting, and investment management software needs. Our innovative platform offers a real-time, holistic view of all your assets across all classes, ensuring 100% data privacy and security.
Why Choose Our Family Office Software & Data Platform?
Complete Data & Reporting Integration
Unify all your wealth data from custodians, banks, brokers, and alternative investments into a single, seamless family office reporting software system. Multi-currency support and automated reporting improve family office performance reporting efficiency.
Secure & Private Data Management
Industry-grade encryption, multi-factor authentication, private cloud architecture, and Swiss-based infrastructure guarantee your data privacy.
Empower Decision-Making with AI & Real-Time Analytics
Use advanced intelligent document processing and analytics, customizable dashboards, and intuitive reports to streamline your family office operations and strategic planning.
Global & Cross-Border Management
Managing portfolios across jurisdictions is easy with multi-currency, compliance, and multi-jurisdiction support.
Explore Key Features of Our Family Office Management Software
Unified Asset & Wealth View
Visualize your entire family wealth structure, assets, liabilities, and holdings in an interactive, real-time dashboard. Perfect for family office investment software with instant insights.
Data Aggregation & Reporting Software
Real-time feeds from custodians, banks, and alternative investments provide accurate insights, enabling family office reporting software capabilities that support compliance and strategic analytics.
Investment & Asset Management Tools
Seamlessly monitor and manage alternative investments, real estate, and other assets. Automate routine tasks with AI-powered family office investment management software features.
Security & Data Privacy
Industry-leading encryption, private cloud, and strict access controls uphold your data privacy, aligning with family office security software standards.
Eton Solutions: The Future of Family Office Data & Reporting
Empower your family office with intelligent automation, real-time reporting, and secure data management, designed for multi-family office document management, performance reporting, and complex wealth management.
+$ 0 Trillion
Assets Managed on Platform
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Entities
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Liquid and Illiquid Assets Aggregated on Platform
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Families on Platform
+ 0 Million
Transactions Processed Annually
+$ 0 Billion
AUM Across 2,000+ Funds on Platform
What our clients say
AI is reshaping how we do everything at the Todd Family Office, and our partnership with Eton Solutions has been beneficial. We have faced challenges in fixing AI hallucinations and are worried about the potential misuse of these tech marvels. We’re working with Eton Solutions to pioneer a Responsible AI framework that harnesses the full power of AI with transparency, ethics, and trust at its core. Together, we’re setting the standard for the future of AI for family offices.
Andrew Hull
Chief Executive of Todd Family Office
Adopting EtonAI and creatively incorporating it into our process has proven highly successful. We began by utilizing EtonAI to read PDF documents, extract the data and leverage the information. By prioritizing high-touch, low-risk tasks, we have established a solid baseline of experience and trust in both the process of implementing AI workflowsand the resulting data. This approach has positioned us well to further expand our use cases and continue leveraging AI to optimize our day to day tasks.
Meghan Grayson
irector of Operations of Shade Tree Advisors
Eton’s partnership with Asas sets a new gold standard for family office services in the Gulf. A disciplined governance model is essential for transitioning a family’s legacy into a resilient and sustainable future. Asas, having its roots as a family office, brings deep insight into the unique needs of families looking to structure, consolidate, and manage generational wealth. By integrating Eton’s globally trusted platform, we are now able to streamline family wealth with unprecedented precision and transparency, placing intelligent technology at the core of our client relationships. Together, we’re not just managing wealth—we’re engineering a smarter, more secure future for the Gulf’s most accomplished families.
Himanshu Khandelwal
CEO of Asas Capital
This collaboration reflects our shared vision to redefine the Family Office as a Service in India. By combining Prime Trigen Wealth’s profound understanding of the Indian market with Eton Solutions’ cutting-edge technology and global expertise, we aim to deliver unparalleled innovation, efficiency, and client-focused services. Together, we are setting a new benchmark for excellence, offering world-class solutions tailored to the unique needs of UHNW and HNW families in India.
Mr. N. Jayakumar
Managing Director of Prime Securities Ltd.
For organizations such as ours, operating with sensitive financial and personal data, knowing that our technology partner adheres to the highest ethical AI standards is paramount.Eton Solutions’ ISO 42001 certification provides us with added confidence that their AI-powered solutions are not only innovative but also built on a foundation of trust, transparency, and robust governance.
Saji Sachchithanantham
COO of Todd Family Office
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