Eton Solutions

Platform for Family Office and Multi-family Office

  • Clients
    • Single family offices
    • Multi-family offices
    • UHNW Families
    • Ecosystem Partnerships
  • Solutions
    • AtlasFive®
    • AFO™
    • Services
  • Resources
  • About Us
  • Contact Us

Streamlining Family Office Accounting with AtlasFive

Family office accounting is often a time-consuming process that involves reconciling data across multiple platforms and spreadsheets. Most times, reporting cannot even be completed until weeks after a period closes — and that data is often error-prone, to boot. The entire process is complicated and inefficient, and its meaningfulness to clients is often impacted by its inaccuracies or delays.

One SFO found itself mired in siloed processes reliant on multiple spreadsheets and the use of QuickBooks. When a new generation of family members began seeking more robust services and transparency, the SFO turned to AtlasFive for an all-in-one solution.

With the implementation of AtlasFive, all data and transactions were unified, and all silos were removed. Inconsistencies were reduced, and staff have a more balanced workload throughout the month. Greater data security has also been enacted, with less operational and security risk. And the younger clients are happy with the daily insight they now have into portfolio performance, no longer forced to wait for monthly or quarterly reports to get a snapshot of their accounts.

The efficiencies don’t stop there — the office has found even more ways to utilize AtlasFive to make their staff more productive and to provide the family members with an even greater level of service. Learn more about their streamlined family office here.

Download Resource

Eton Solutions

Eton Solutions, L.P.

2250 Perimeter Park Drive, Suite 150
Morrisville, NC 27560, U.S.A.

+1.919.502.1236
info@eton-solutions.com

Eton Solutions International Pte. Ltd.

12 Marina View #23-01, Asia Square Tower 2
Singapore 018961

international@eton-solutions.com

Eton Solutions Tech Middle East Limited

Unit GV-00-10-07-OF-02
Level 7 Gate Village Building 10
DIFC, Dubai, United Arab Emirates

international@eton-solutions.com

Eton Solutions

Platform

  • Capabilities
  • Architecture
  • Implementation
  • Fund Accounting

Services

  • Outsource Services
  • Custom Services

Clients

  • Single family offices
  • Multi-family offices
  • UHNW Families
  • Ecosystem Partnerships

About

  • Expertise
  • Leadership
  • Careers
  • Connect With Us

SaaS Certifications

NQA, ANAB ISO27001 Certification
AICPA SOC Certification
©2023 - Eton Solutions, L.P.
Privacy Policy • Cookie Policy • Acceptable Use Policy • Information Security Policy.