Business Managers
With Eton Solutions, business managers can offer entertainers and athletes a bespoke and robust range of services.
Incorporating Eton Solutions’ scalable services into your business management offerings eliminates the problem of manually integrating disparate systems. It also improves transparency, decreases risk, and enables business managers to provide more services to more clients – without increasing costs.
Purpose built for High-Net-Worth Clients
Eton Solutions was founded by professionals who spent their careers servicing Ultra-High Net Worth Individuals. With a focus on integrating disparate systems and automating routine tasks, Eton Solutions helps business managers seamlessly coordinate cash management, investment reporting, and tax preparation so clients have a holistic view of their financial picture while benefiting from streamlined processes, greater transparency, and real-time access to data.
Benefits
AtlasFive®:
A New Alternative
for Business Managers
We’re more than experts in creating software and simplifying data aggregation — we’re experts in you and your business. Our founder and seasoned leadership team built their careers as family office professionals. We empathize with your challenges and understand your goals because we experienced your day-to-day operations.
Serving All Your Clients' Needs
Scale Your Operations
Streamline your client bill payment process with our integrated business manager platform.
Integrated Cash Management and Open Banking
- Integration with BILL and multiple banks.
- Over $65B in bill payments processed.
- Robust approval workflow.
Integrated Platform
Our unified platform includes bill pay, client accounting, investment data integration and more.
Key Functions Fully Integrated
- Seamless integration between your custodian of choice and general ledger accounting system eliminates reconciliation between systems reducing risk and adding scale.
Digital Client Experience
Delight your clients with seamless digital experience.
Improved Customer Experience
- Client portal and mobile app provide a modern digital experience for your clients allowing them to approve bills on the go, share document securely and look up important financial information.
Custom Reporting
Better Information Delivery
- Over 50 Standard reports.
- Integrated Business Intelligence tools.
- Private Labelling.
Professional Services
Delight your clients with seamless digital experience.
Augment your Staff
- We can provide many back office operations functions in a cost effective manner allowing your team to focus more on your clients.
Privacy and Data Security
Protect your clients data.
Secure Infrastructure and IT Security
We offer you a best-in-class solution that gives you full control over your data, is managed according to the highest security standards, and ensures maximum level of Privacy for your family’s needs.
- SOC2 Certified.
- ISO 27001 Certified.
- Cloud Native Architecture.
- Integrated Single Sign On with Multi Factor Authentication.
- Disaster Recovery.
- 24x7 Monitoring.
User Permissions and Digital Audit Trails
- Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through a digital audit trail.
Secure Document Hub
- Share private documents with third-party vendors and partners on a single platform.
Schedule A Call
Speak to an Eton Solutions family office expert
about your specific requirements.