Generations of wealth and decades of experience must be passed on.
Eton Solutions transforms how family offices operate by providing an integrated, AI-powered platform that unites all aspects of wealth management. Streamline processes, ensure precision, and unlock actionable insights to safeguard and grow generational wealth. Empower your family office to deliver unparalleled service and build a legacy of excellence.
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Your virtual family office powered by AtlasFive®
Eton Solutions' Administrative Family Office™ (AFO™) is a fully integrated technology and professional services solution that streamlines and simplifies the delivery of family office administrative services such as bill pay, accounting tasks, mailroom processes, document management, by leveraging the AtlasFive® platform.
AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.
Key Features of the AFO™
Streamline your family office operations with best-in-class AtlasFive® integrated platform for improved efficiency and elevated focus.
Experience family-level governance
Institutionalize family objectives and comply with tax reporting requirements.
Investment objectives
Tax Preparation
Get full control
at your fingertips
Initiate, authorize and manage all tasks and operations
Secure document hub
User permissions and digital audit trails
Control on-the-go
Achieve comprehensive portfolio visibility and optimize performance
Capture your family's total net worth for risk management and seize market opportunities
Holistic view of your portfolio
Performance management
Manage complex investments seamlessly
Simplify the entire Private Equity Lifecycle
End-to-end management of Private Equity
Advanced cash flow analysis and reporting
Have a high quality, accurate and secure data infrastructure
Remove manual data management efforts and simplify your data operations
Integrated data in secure infrastructure
Streamline data operations
Keep track of all your
private assets
Centrally manage your private assets wherever you are
Centrally managing all your private assets
Visualisation and Reporting
How our AFO™ team serves you:
Data
Management
General Ledger
accounting
Investment
Reporting
Transaction
Processing
Additional Expertise
& Tracking
AFO™
Administration
Flexible options to Suit Your Needs
AFO™
One solution to run your family office in an efficient manner.
AFO™ Power
Performance-driven investment reporting for growth.
AFO™ Pro
Professional-grade wealth solution for complex investments.
Implement AFO™ through
our experienced team
Our proven methodology will have your AFO™ implemented in 30 days*. Beyond leveraging the AFO™ platform, Eton Solutions assigns you a key single point of contact who, leveraging a highly experienced team of experts, will provide your service requirements, paying only for what you need, when you need.
How a $140M+ AUM Family Office Transformed Its Operations in Just 3 Months
Discover how a Hong Kong-based financial entrepreneur streamlined 34 accounts across 7 custodians, automated reporting, and enhanced security with Eton Solutions’ AFO™.
Read the Case Study
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Exclusive Partnership with Trigen Wealth to Better Serve the Indian Market
Eton Solutions has entered an exclusive partnership with Trigen Wealth to strengthen how we serve high-net-worth individuals in India. By combining our advanced wealthtech platform with Trigen’s deep advisory expertise, Administrative Family Offices in the region will benefit from a more integrated and tailored service offering.
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Download the AFO™ Brochure:
Ready to learn more?
Discuss your needs with an Eton Solutions professional to determine if AFO™ is right for you.
Revolutionize Your Family Office with EtonGPT™: Streamline Workflows, Simplify Complexity, Amplify Your Success
Eton Solutions transforms how family offices operate by providing an integrated, AI-powered platform that unites all aspects of wealth management. Streamline processes, ensure precision, and unlock actionable insights to safeguard and grow generational wealth. Empower your family office to deliver unparalleled service and build a legacy of excellence.
Discover EtonGPT™
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Built By A Family Office
For Family Offices Globally
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 team built their careers as family office professionals. We empathize with your challenges and understand your goals because we experienced your day-to-day operations.
