Registered Investment Advisors (RIA) are often required to perform functions parallel to that of a single family office. To be effective, your team should be equipped with the right tools so it can efficiently and accurately execute these duties.
Like a single family office, an integrated platform with embedded business processes, task management, and workflows can produce efficient, easily repeatable tasks that increase the value you deliver.
Give your clients more.
As a Registered Investment 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.
But what if you could offer them even more?
With Eton Solutions’ Administrative Family Office™, you can.
By offering value-added services that solve your clients’ pain points you can provide them with a more centralized and simplified wealth management experience.
What is an Administrative Family Office™?
An Administrative Family Office™ (AFO™) is an innovative and customizable supplement for RIAs to expand the services they provide their clients. 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.
Flexible options to fit every client
Eton Solutions offers three different AFO™ packages that you can choose to sell to your clients. Each package is available to you for a fixed fee. Choose the package that works best for your office.
AFO™ Package A: Investment Reporting
AFO™ Package B: Bill Pay
AFO™ Package C: Tax Support Services, Investment Reporting, and Bill Pay
Centralized, simplified services for clients
With AFO™, your office becomes a “one stop shop” for all your clients’ wealth management needs. Professional services like bill pay and convenient features like near-real-time reporting are made available to clients who might not otherwise have access to them. Clients experience more comprehensive services without needing to seek out other professionals.
Higher client retention with no added overhead for RIAs
When clients can get all their needs met by you, they’re more likely to stick around. AFO™ can increase customer loyalty and satisfaction and provide you with more features to sell to your clients – all without requiring you to invest in a SaaS platform, additional manpower, or other indirect costs. Expand the capabilities of your office with nothing more than pass-through costs.
