Wealth Owners
The Only Integrated, Secure WealthAI Solution You Need
Overview
Eton Solutions, creator of the award-winning AtlasFive® technology platform, launched the industry-first Administrative Family Office™ (AFO™).
The AFO™ introduces a cost-effective, integrated solution for ultra-high-net-worth families, starting from $25 million in assets, offering the same powerful capabilities as large single family offices. An AFO™-powered office is a far more cost-effective and rewarding alternative, essentially delivering a virtual family office in the palm of your hand.
A Virtual Family Office in the
Palm of Your Hand
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 we call the Administrative Family Office™ (AFO™).
Add AFO™ to your existing preferred advisory services to complete your wealth management needs, while avoiding the expense and complexity of a family office.
Eton Solutions' AFO™ empowers Wealth Management
With Eton Solutions’ Administrative Family Office™ (AFO™), you can access a secure, best-in-class platform to manage and control your total net worth. Paired with a plug-and-play suite of features and services to augment and improve middle and back office efficiency, the AFO™ empowers your family office to focus on achieving its vision and legacy.
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.
- Overcome the prohibitive setup costs associated with setting up a family office
- A plug-and-play suite of services to augment and improve back and middle office efficiency
- Accelerate decision-making with real-time insights by integrating financial data and performance/risk reporting into one unified view
- Securely manage assets, accounts, and investments with Eton’s best-in-class Azure infrastructure
- Boost organizational efficiency through automation with our award-winning data model
- Secure, best-in-class platform to manage and control end-to-end operations
Case Study
Managing a complex single-family office with $140M+ in assets across Hong Kong, Singapore, the USA, Switzerland, Taiwan, and Japan, this financial entrepreneur faced significant challenges.
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