ETON Solutions is a third generation wealth management technology firm developing and offering the most comprehensive, integrated wealth management platform for the family office and multi-family office market. The firm was founded based on deep domain expertise in the family office field supplemented by strong systems development and client service teams.
The company’s goal is be the market leading provider of integrated technology and outsourced services to the family office market. We hope to profitably revolutionize the management and operation of family office firms. We plan to achieve this goal through the application of “End to End” business process management (i.e. workflow) techniques informed by deep domain expertise across multiple technical disciplines. The solution is delivered through a SaaS expert system maintained in a world class data center utilizing bank level security protocols. Our vision, experienced team, and proprietary data model are key differentiators in our ability to deliver an unrivaled solution in an underserved and fragmented market. The results will allow our family office clients to provide a client service experience that is not available in the family office field today.
The typical family office employs three to over twenty five employees that manage a complex financial situation using a mishmash of software and tools. They often run internal IT resources and spend significant time and energy managing multiple data sources to manually assemble data for report creation and distribution to family members. This leaves little time for thoughtful analysis and value added consulting with the family office clients. In addition the breadth of expertise required to fully address family issues is often beyond the skill set and experience of the office staff. We believe strong demand exists for an outsourced solution to replace internal IT resources, re-purpose office staff from back and middle office activities to value added analysis and client service. We intend to provide this solution.