Experiencia
Inteligencia patrimonial
La única solución WealthAI integrada y segura que necesita
Our platform combines the power of AI, security, and unified data to transform your operations.
Eton Solutions delivers the only fully integrated, AI-powered wealth management platform designed for family offices, private equity firms, and multi-asset managers.
At the core is AtlasFive®, unifying every aspect of complex wealth into a single, seamless environment, while EtonAI™ supercharges decision-making with intelligent document processing, portfolio analysis, and personalized investment strategies.
Imagine instant portfolio clarity, real-time cross-border management, and actionable insights woven directly into your strategy. With enterprise-grade security, Bring Your Own Key encryption, and ISO 42001 certification, Eton ensures your data is not only protected but handled with ethical, transparent AI. The result: a transformative journey that simplifies complexity, empowers confident choices, and unlocks the future of Wealth Intelligence.
Trusted by Leading Wealth Institutions
+$ 0.0 Trillion
Activos gestionados en la plataforma
+ 0
Entidades
+ 0
Activos líquidos e ilíquidos agregados en la plataforma
+ 0
Families on Platform
+ 0 Million
Transactions Processed Annually
+$ 0 Billion AUM
Más de 2.000 fondos en la plataforma
A quién servimos
Family Offices
AtlasFive® and EtonAI™ - Built by a Family Office for Family Offices, empowering financial advisors with comprehensive tools and AI-driven insights.
Private Equity, VCs, LPs, GPs & Fund of Funds
EtonAxis™ – Advanced platform designed specifically for institutional investors and fund managers to optimise deal flow and portfolio management.
High Net-Worth Individuals & Wealth Owners
EtonAlpha™ – Exclusive solutions to manage and grow wealth with personalised strategies and sophisticated analytics.
Directores de empresa
AtlasFive® – Streamlined management tools to oversee operations, compliance, and client engagement efficiently.
Registered Investment Advisors (RIAs)
AtlasFive® – Trusted platform to serve clients with tailored investment solutions and optimised workflows.
Your Complexity. Our Simplicity.
Supercharge Decision-Making with EtonAI™
Move beyond reporting into real-time intelligence — delivering insights that turn complexity into clarity.
One Platform. All Your Wealth.
Seamlessly manage cross-border operations, portfolios, documents, and entities in one unified system.
Intelligence Woven Into Every Workflow
Automate the repetitive. From onboarding and reconciliations to bill pay and tax prep, EtonAI executes across 250+ document and workflow types.
Portfolio Clarity Instantly
Access real-time data and analysis that empowers CIOs, COOs, and Principals (upper case “P”) with a single source of truth.
Security You Can Trust
Bring Your Own Key encryption and ISO 42001 Certification ensure your AI is private, ethical, and compliant.
Built to Scale Wealth
Replace manual processes with intelligent automation—freeing your team to focus on strategy, not admin processes.
Experience Wealth
Intelligence Today
Bookt A Demo
Beyond Automation Unprecedented Efficiency
Transform hours of manual work into minutes—or even seconds—with intelligent automation built for the industry’smost complex workflows.
Details
With Eton Solutions Platform
Other Platforms
Portal Extraction
Retrieving, downloading, and archiving investor documents from multiple portals
With Eton Solutions Platform
< 0
Min
Other Platforms
0
Mins per statement
Procesamiento de transacciones
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
< 0
Mins
Other Platforms
0
Mins per transaction
Investment Portfolio Analysis
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
With Eton Solutions Platform
< 0
Mins
Other Platforms
0
Hours per portfolio
Gestión de documentos
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
< 0
Min
Other Platforms
0
Mins per document
Credit Card Statement Processing
Extracting line items from statements and mapping them to expense categories and general ledger accounts
With Eton Solutions Platform
< 0
Mins
Other Platforms
0
Mins per statement
What our clients say
La IA está cambiando la forma en que hacemos todo en la Todd Family Office, y nuestra asociación con Eton Solutions ha sido beneficiosa. Nos hemos enfrentado a retos a la hora de solucionar las alucinaciones de la IA y nos preocupa el posible mal uso de estas maravillas tecnológicas. Estamos trabajando con Eton Solutions para ser pioneros en un marco de IA responsable que aproveche todo el poder de la IA con transparencia, ética y confianza en su núcleo. Juntos, estamos estableciendo el estándar para el futuro de la IA para las family offices."
Andrew Hull
Director Ejecutivo de 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
Director of Operations of Shade Tree Advisors
La asociación de Eton con Asas establece un nuevo estándar de referencia para los servicios de family office en el Golfo. Un modelo de gobierno disciplinado es esencial para la transición del legado de una familia hacia un futuro resistente y sostenible. Asas, que tiene sus raíces en una family office, aporta una visión profunda de las necesidades únicas de las familias que buscan estructurar, consolidar y gestionar el patrimonio generacional. Al integrar la plataforma de confianza global de Eton, ahora somos capaces de racionalizar el patrimonio familiar con una precisión y transparencia sin precedentes, situando la tecnología inteligente en el centro de las relaciones con nuestros clientes. Juntos, no sólo estamos gestionando el patrimonio, sino que estamos diseñando un futuro más inteligente y seguro para las familias con más logros del Golfo."
Himanshu Khandelwal
CEO of Asas Capital
"Esta colaboración refleja nuestra visión compartida de redefinir el Family Office como servicio en la India. Combinando el profundo conocimiento del mercado indio de Prime Trigen Wealth con la tecnología de vanguardia y la experiencia global de Eton Solutions, pretendemos ofrecer innovación, eficiencia y servicios centrados en el cliente sin parangón. Juntos, estamos estableciendo un nuevo punto de referencia para la excelencia, ofreciendo soluciones de clase mundial adaptadas a las necesidades únicas de las familias UHNW y HNW en la 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
As we strengthen our Fund Administration capabilities across India, Singapore, and the Middle East, we sought a technology partner aligned with our growth ambitions. EtonAxis™ enables us to respond faster, improve accuracy, and support our clients more effectively. A meaningful step toward the standard of service we aim to deliver.
Gopa Kumar
CEO of Pierian Next
Premios y acreditaciones
