Eton Solutions

Platform for Family Office and Multi-family Office

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Your digital family office powered by AtlasFive.

Eton’s Administrative Family Office™ empowers family offices to operate with the same capabilities as the largest family offices in the world — regardless of their size.

Eton Solutions’ Administrative Family Office™ (AFO™) harnesses the standalone power of AtlasFive and couples it with our services suite — synthesizing two world-class offerings into one robust solution. Our award-winning middle and back-office services are at the core of AFO™. Our expert services team enables the democratization of our institutional family office technology.

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One integrated platform for improved efficiency and elevated focus.

  1. Experience family-level governance
  2. Get full control at your fingertips
  3. Gain total visibility & risk management
  4. Manage complex investments seamlessly
  5. Keep track of all your private assets
  6. Have a high-quality, accurate, and secure data infrastructure

Experience family-level governance

Investment Objectives: Establish family-specific investment objectives and track portfolio targets to actuals.

Regulatory Compliance: Meet all of your regulatory reporting needs.

Full control at your fingertips

User permissions & digital audit trails: Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through a digital audit trail.

One secure document hub: Store and securely share private documents with third-party vendors and partners on a single platform.

On-The-Go Control 24/7: Enforce structural controls with dynamic workflows and approve transactions from anywhere.

Gain total visibility & risk management

Risk management: Get a holistic view of total assets across entities with a bird’s-eye view down to the granular details.

Performance management: Understand portfolio performance and measure decision impact by benchmarking against industry standards and custom criteria.

Manage complex investments seamlessly

End-to-end management of Private Equity: Simplify the PE lifecycle by initiating capital calls, authorizing payments, and updating capital commitment schedule on the platform.

Performance management: Visualize historical and projected private equity cash flows to ensure liquidity for upcoming capital calls.

Keep track of all your private assets

Centrally manage all your private assets: View your entire collection of watches, art, real estate, wine, etc., with location tags and descriptions on the platform.

Visualization and Reporting: Add your assets to your total net worth and monitor changes in the underlying asset value through dashboards and reports.

High-quality, accurate, and secure data infrastructure

Integrated data in secure infrastructure: Automate data feeds across banks and custodians to unify and secure all data on one platform for all needs.

Streamline data operations: Automate AI-driven transaction analysis to detect and fix anomalies and inconsistencies, leaving you with accurate and clean data.

AFO™

One solution to run your family office in an efficient manner


  • Liquid and illiquid data aggregation
  • Core accounting and reporting
  • Transaction processing
  • Dashboards and workflows
  • Mobile app
  • Virtual mailroom

AFO™ Power

Performance-driven
investment reporting for growth


  • Liquid and illiquid data aggregation
  • Core accounting and reporting
  • Transaction processing
  • Dashboards and workflows
  • Mobile app
  • Virtual mailroom
  • Performance benchmarking
  • Private assets tracking
  • Bespoke analytics and reporting

AFO™ Professional

Professional-grade wealth solution for complex investments


  • Liquid and illiquid data aggregation
  • Core accounting and reporting
  • Transaction processing
  • Dashboards and workflows
  • Mobile app
  • Virtual mailroom
  • Performance benchmarking
  • Private assets tracking
  • Bespoke analytics and reporting
  • Private equity lifecycle
  • Cashflow analysis and reporting

We are committed to building an inclusive partner ecosystem to help our partners enrich and elevate their service to family office clients

Schedule a demo of AFO™

Become an Ecosystem Partner

Eton Solutions

Research Triangle Park

2250 Perimeter Park Drive, Suite 150
Morrisville, NC 27560

919.502.1236
info@eton-solutions.com
Eton Solutions

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