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.
One integrated platform for improved efficiency and elevated focus.
- Experience family-level governance
- Get full control at your fingertips
- Gain total visibility & risk management
- Manage complex investments seamlessly
- Keep track of all your private assets
- 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
