Privacy I Security I Control
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.
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.
Streamline your family office operations with best-in-class AtlasFive®
Integrated platform for improved efficiency and elevated focus
Institutionalize family objectives and comply with tax reporting requirements.
Establish family-specific investment objectives and track portfolio targets to actuals.
Obtain the needed information to support meeting your tax reporting needs with our tax support services.
Initiate, authorize and manage all tasks and operations
Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through digital audit trail.
Establish family-specific investment objectives and track portfolio targets to actuals.
Enforce structural controls with dynamic workflows and approve transactions from anywhere.
Capture your family's total net worth for risk management and seize market opportunities
Get a holistic view of total assets across entities with a bird’s-eye view down to the granular details.
Understand portfolio performance and measure decision impact by benchmarking against industry standards and custom criteria.
Simplify the entire Private Equity Lifecycle
Simplify the PE lifecycle by initiating capital calls, authorizing payments, and updating capital commitment schedule on the platform.
Visualize historical and projected private equity cash flows for ensuring liquidity for upcoming capital calls.
Remove manual data management efforts and simplify your data operations
Automate data feeds across banks and custodians to unify and secure all data on one platform for all needs.
Automate AI-driven transaction analysis to detect and fix anomalies and inconsistencies, leaving you with accurate and clean data.
Centrally manage your private assets wherever you are
View your entire collection of watches, art, real estate, wine, etc. with location tags and descriptions on the platform.
Add your assets to your total net worth and monitor changes in the underlying asset value through dashboards and reports.
One solution to run your family office in an efficient manner.
Performance-driven investment reporting for growth.
Professional-grade wealth solution for complex investments.
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.
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.
