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Built by a Family Office for Family Offices

Your business was our business. We have lived your problems, mapped the diverse needs of Multi-Family Offices, designed our platform around these needs through domain expertise, and can handle complex entity structures and transactions to make the operations of a multi-family office more effective, more efficient and scalable.

A Multi-Family Office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. We support MFOs with performing essential jobs like those in a single-family office, but we can also help build value for your business — for standalone MFOs and also those within professional firms.

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Key Benefits

What you would be getting as a Multi-Family Office

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Cybersecurity
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Artificial Intelligence
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Core Accounting
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Investment Management
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Entity Management
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Cash Management
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Document Management
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Private Loan Management
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Client Reporting
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Data Integration
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Workflows & Audit Trail
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Why Eton Solutions?

AtlasFive® from Eton Solutions is a robust platform tailored to the specific needs of Multi-Family Offices (MFOs), providing a centralized system for managing financial, legal, and operational complexities across multiple family entities. It enhances efficiency by consolidating data management and automating workflows, reducing the need for multiple systems and minimizing errors. The platform's compliance features ensure that MFOs meet regulatory requirements, which is crucial for operating across different jurisdictions.

With its real-time analytics, reporting, and scalability, AtlasFive® supports informed decision-making and adapts to the growing needs of each family office. Its customizable approach allows MFOs to offer personalized services to their clients while benefiting from streamlined operations and enhanced control. This integration of key functions into a secure, comprehensive system helps MFOs reduce administrative burdens and improve overall outcomes for the families they serve.

Built by a family office, specifically for a family office, our solution allows you to completely rethink what you and your family office can achieve.

Case Studies

Clients We Worked With

We help your office get the job done faster, more accurately, and with less effort than any other approach.

Multi-family Offices

Leveraging the AtlasFive® Platform and Eton Solutions Services

Eton Solutions provides the AtlasFive® platform and full middle and back-office services to a significant multi-family office (MFO) located in the US. The MFO provides services to Ultra High Net Worth Families and their related entities. The MFO client base consists primarily of clients with $10M to $250M in net worth with one very large multi-billion-dollar client.

Multi-family Offices

AtlasFive® Revs Up Reporting in a Multi-Family Office

One of the most fundamental requirements for family offices is also one of the most challenging: providing the family with timely reports and accurate insights based on current data. If the office oversees multiple types of investments and transactions for multiple families, that challenge is even more overwhelming.

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Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.