Our platform transforms your business, maximizes your capabilities and contributions and helps you exceed client expectations, whether you have a single family office or a multi-family office.
Your business was our business. We lived your challenges so we created a technology platform to make the operations of a single family office or a multi-family office more effective, more efficient and less risky.
Multi-family office
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.
- Standardize operational processes and apply automation to core business functions and controls to reduce costs and operating risk, as well as enabling the business to scale
- Aid and ensure best practices among financial advisors; tie best practices to your value proposition and your brand positioning, and ensure advisor, middle office and back office efficiency
- Allow management to focus on value-added activities for current clients and prospects
- Implement differentiator/vertical market building (operations focus, strategy focus, etc.)
Core functions such as client onboarding, CRM and portfolio management, all the way through to client report production are all simplified with our software. Our integrated platform approach turns these core functions into more efficient, easily repeatable tasks that promote the back office to become part of the “value” of the multi-family office.
Financial Advisers
If you’re a Registered Investment Advisor (RIA) and want to migrate into a multi-family office, or be a business manager, Eton Solutions Administrative Family Office™ (AFO™) provides family office capabilities at a fraction of the cost.
Security
- Cybersecurity
- Permission-ed access & privacy for different family members
