أفكار حلول إيتون

The Family Office Software & Technology Report 2024 highlights a significant shift toward digital transformation in family offices, with growing adoption of AI, ESG integration, and alternative investment tools to streamline operations and prepare for generational wealth transfer. Despite increased innovation from service providers, most family offices still face challenges with system integration, data security, and onboarding, signaling ongoing opportunities for professionalisation and tech adoption in the sector.

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"We have built out an extensive capability leveraging Al in a closed loop across client documents, transactions, and holdings, while also allowing inquiry to outside data for analysis. All client information is stored in their own secured database assuring that none of their private information is leaked to outside sources through Al tools."

Bryan Henning, Senior Vice President, Head of International, Eton Solutions