Who We Serve
Single Family Offices
Eton Solutions helps your office get the job done faster, more accurately, and with less effort than any other approach. Using a combination of our integrated platform, AtlasFive®, and our on-demand support services for office operations, your family office will experience greater productivity and increased added value.
Multi-Family Offices
Eton Solutions helps your office get the job done faster, more accurately, and with less effort than any other approach. Using a combination of our integrated platform, AtlasFive®, and our on-demand support services for office operations, your family office will experience greater productivity and increased added value.
Business Managers
As a financial advisor, you’re trusted by your clients. They depend on you to effectively manage their investment portfolios and guide them on the best path forward. With products and services by Eton Solutions, you can offer more value-added services that solve your clients’ pain points and provide them with a more centralized and simplified wealth management experience.
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Wealth Owners
A family needs more than just advisory services to manage wealth effectively. Eton Solutions offers a variety of services and products that expand your administrative capabilities, improve your access to current data about your assets and net worth, and let you choose the level of investment, advisory, and tax support you need.
Private Equity, Real Estate and Fund of Funds Firms
Discover tailored solutions for Private Equity, Real Estate, and Fund of Funds firms to streamline operations, enhance decision-making, and ensure security.
Partners
We collaborate with some of the leading institutions in the family wealth industry.
Registered Investment Advisors
AtlasFive® is a fully integrated, cloud-native AI-driven platform that offers a transformative solution to the challenges faced by Registered Investment Advisors (RIAs). By addressing operational inefficiencies, it replaces manual processes with streamlined automation. AtlasFive™ includes a workflow engine that automates operational tasks such as data aggregation, transaction processing, position reconciliation, document management and fee billing to achieve higher efficiency and accuracy in operations.
What makes us different
View our Solutions
AtlasFive®
We’ve reimagined each intricate piece of a family office into one integrated platform. A family office serves many different roles for its clients, and no two family offices are structured exactly alike. Our software is customizable to fit your office’s needs and be the sole platform you use. This integration improves efficiency as well as trust—in the data, in the process, and in the reporting. Embedding your office’s workflows into AtlasFive® can expedite all of the typical functions a family office provides to its clients:
Administrative
Family Office™
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 solution we call the Administrative Family Office™ (AFO™).
AFO™ facilitates administrative services such as bill pay, accounting tasks, mailroom processes, document management, and a range of other key capabilities by leveraging the Eton Solutions AtlasFive® platform. 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.
Services
Family offices have different goals and resources, which is why we offer comprehensive service options to our clients. Choose the support you need, when you need it — investment support, general ledger assistance, investment management support, and more.
Offer your clients more without adding additional staff.
Connect With Us
Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.