أصحاب الثروات
حل WealthAI المتكامل والآمن الوحيد الذي تحتاج إليه
لمحة عامة
Eton Solutions, creator of the award-winning AtlasFive® technology platform, launched the industry-first Administrative Family Office™ (AFO™).
The AFO™ introduces a cost-effective, integrated solution for ultra-high-net-worth families, starting from $25 million in assets, offering the same powerful capabilities as large single family offices. An AFO™-powered office is a far more cost-effective and rewarding alternative, essentially delivering a virtual family office in the palm of your hand.
A Virtual Family Office in the
Palm of Your Hand
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.
Eton Solutions' AFO™ empowers Wealth Management
With Eton Solutions’ Administrative Family Office™ (AFO™), you can access a secure, best-in-class platform to manage and control your total net worth. Paired with a plug-and-play suite of features and services to augment and improve middle and back office efficiency, the AFO™ empowers your family office to focus on achieving its vision and legacy.
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.
- Overcome the prohibitive setup costs associated with setting up a family office
- A plug-and-play suite of services to augment and improve back and middle office efficiency
- Accelerate decision-making with real-time insights by integrating financial data and performance/risk reporting into one unified view
- Securely manage assets, accounts, and investments with Eton’s best-in-class Azure infrastructure
- Boost organizational efficiency through automation with our award-winning data model
- Secure, best-in-class platform to manage and control end-to-end operations
دراسة حالة
إدارة مكتب عائلة واحدة معقد مع أصول تزيد قيمتها عن 140 مليون دولار في جميع أنحاء هونغ كونغ وسنغافورة والولايات المتحدة الأمريكية وسويسرا وتايوان واليابان، واجه رجل الأعمال المالي هذا تحديات كبيرة.
قراءة المزيد