Built for Efficiency, Optimized for Documents — Leading Intelligent Document Processing
Eton Solutions provides a cutting-edge platform for intelligent document processing, essential for wealth management firms, multi-family offices, and financial advisors. Our innovative platform automates the handling of vast document volumes, transforming unstructured data into actionable intelligence while ensuring 100% data privacy and security.
Who We Serve — Tailored Document Management & Wealth Intelligence Solutions
Multi-Family Offices, Single-Family Offices, Wealth Management Firms, Financial Advisors, Operations Teams.
Why Choose Our Intelligent Document Processing Solution?
AI-Driven Automation
Achieve a significant 50% reduction in human involvement for document organization and retention processes, maintaining high accuracy and accelerating operational efficiency.
Supercharged Decision-Making with WealthAI
Leverage intelligent document processing for investment analysis, invoice tracking, and estate planning summarization, unlocking countless opportunities
Secure & Private Data Management
Certified with industry-leading standards including ISO 27001 (Security), ISO 27701 (Privacy), ISO 42001 (Artificial Intelligence), SOC 1 and SOC 2, and our unique Bring Your Own Key (BYOK) encryption feature.
Global Reach, Local Support
Multilingual support and compliant with local data regulations, ensuring seamless document management across 54+ countries.
Explore Key Features of Our Intelligent Document Processing Software
AI-Powered Document Organization
Automate the classification, retention, and summarization of financial documents, enhancing efficiency and accuracy.
Intelligent Data Extraction
Accurately extract key information from contracts, statements, invoices, and other document types, feeding directly into your integrated system.
Enhanced Operational Efficiency
Accelerate processes like investment analysis, invoice tracking, and estate planning summarization, enabling quicker, data-driven decisions.
Security & Data Privacy
Industry-leading encryption, private cloud architecture, and strict access controls ensure the confidentiality and integrity of your sensitive document data.
Eton Solutions — The Future of Intelligent Document Processing
Empower your operations with intelligent automation, real-time insights from documents, and secure data management — designed for multi-family office document management, investment analysis, and complex wealth intelligence.
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Assets Managed on Platform
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Entities
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Liquid and Illiquid Assets Aggregated on Platform
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Families on Platform
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Transactions Processed Annually
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AUM Across 2,000+ Funds on Platform
What Our Clients Say
AI is reshaping how we do everything at the Todd Family Office, and our partnership with Eton Solutions has been beneficial. We have faced challenges in fixing AI hallucinations and are worried about the potential misuse of these tech marvels. We’re working with Eton Solutions to pioneer a Responsible AI framework that harnesses the full power of AI with transparency, ethics, and trust at its core. Together, we’re setting the standard for the future of AI for family offices.
Andrew Hull
Chief Executive of Todd Family Office
Adopting EtonAI and creatively incorporating it into our process has proven highly successful. We began by utilizing EtonAI to read PDF documents, extract the data and leverage the information. By prioritizing high-touch, low-risk tasks, we have established a solid baseline of experience and trust in both the process of implementing AI workflowsand the resulting data. This approach has positioned us well to further expand our use cases and continue leveraging AI to optimize our day to day tasks.
Meghan Grayson
irector of Operations of Shade Tree Advisors
Eton’s partnership with Asas sets a new gold standard for family office services in the Gulf. A disciplined governance model is essential for transitioning a family’s legacy into a resilient and sustainable future. Asas, having its roots as a family office, brings deep insight into the unique needs of families looking to structure, consolidate, and manage generational wealth. By integrating Eton’s globally trusted platform, we are now able to streamline family wealth with unprecedented precision and transparency, placing intelligent technology at the core of our client relationships. Together, we’re not just managing wealth—we’re engineering a smarter, more secure future for the Gulf’s most accomplished families.
Himanshu Khandelwal
CEO of Asas Capital
This collaboration reflects our shared vision to redefine the Family Office as a Service in India. By combining Prime Trigen Wealth’s profound understanding of the Indian market with Eton Solutions’ cutting-edge technology and global expertise, we aim to deliver unparalleled innovation, efficiency, and client-focused services. Together, we are setting a new benchmark for excellence, offering world-class solutions tailored to the unique needs of UHNW and HNW families in India.
Mr. N. Jayakumar
Managing Director of Prime Securities Ltd.
For organizations such as ours, operating with sensitive financial and personal data, knowing that our technology partner adheres to the highest ethical AI standards is paramount.Eton Solutions’ ISO 42001 certification provides us with added confidence that their AI-powered solutions are not only innovative but also built on a foundation of trust, transparency, and robust governance.
Saji Sachchithanantham
COO of Todd Family Office
