The family office alternative without the hassle
Eton Solutions adds professional services to the power of the AtlasFive™ platform to deliver the end-to-end administrative services traditionally provided by a family office in a cost-effective, hassle-free product we call the Administrative Family Office™ (AFO™).
Add AFO™ to your existing preferred advisory services to complete your wealth management needs, while avoiding the expense and complexity of a family office.
Choose your own path with AFO™
A family office isn’t right for everyone. It can be time-consuming to establish and costly to maintain. It also can add unnecessary layers of management complexity.
However, a family needs more than just advisory services to manage wealth effectively. How can a family skip the hassle yet still reap the benefits of a family office?
If you already have a financial advisor you trust, adding Eton Solutions’ AFO™ provides all needed administrative capabilities for an efficient family office. Furthermore, AFO™ delivers a data-driven foundation to empower your advisor.
Eton Solutions’ AFO™ empowers wealth management
AFO™’s professional offerings facilitate administrative services such as bill pay, accounting tasks, mailroom processes, document management, and a range of other key capabilities by leveraging the Eton Solutions 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:
- Family-level governance focusing on objectives, targets, and compliance
- Fully configurable transaction management through integrated workflows, guaranteeing correct authorization processes
- Total visibility, improving risk management and performance
- Tracking of all private assets
- Easy management of complex entity relationships
- High-quality, accurate, and secure data infrastructure
- Easy-to-use client portal and mobile app
- Business-ready services delivery performance
- Structured privacy levels across the family
- End-to-end, single-source-of-truth data and insights
- Fully integrated, cloud-hosted, secure, virtual digital platform
- Hassle-free 30-day implementation
- Privacy. Security. Control.
Implement AFO™ without the hassle
Our proven, hassle-free implementation will have your AFO™ productive in 30 days.
Already have a family office?
Many family offices find value in leveraging AFO™ to expand and complete their administrative and business insight capabilities. AFO™ is highly versatile to address specific and unique needs family offices often have. Speak to an Eton Solutions professional now to learn more.
Ready to learn more?
Download the AFO™ Brochure: English, Simplified Chinese
Discuss your needs with an Eton Solutions professional to determine if AFO™ is right for you.