Directores de empresa
La única solución WealthAI integrada y segura que necesita
Visión general
With Eton Solutions, business managers can offer entertainers and athletes a bespoke and robust range of services.
- Integrated Bill Payment Processes
- Investment Data Aggregation
- Preparación de impuestos
- Financial Accounting
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.
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.
Privacidad, seguridad y transparencia
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 the maximum level of Privacy.
- Infraestructura operativa flexible
- Arquitectura nativa en la nube de Microsoft Azure (CNA)
- Recuperación en caso de catástrofe y continuidad de la actividad
- Supervisión proactiva 24×7Infraestructura informática y de seguridad de confianza
- Integrated Single Sign-On (SSO) and Multi-Factor Authentication
(MFA) - Madurez heredable: ISO42001 (Sistemas de Gestión de Inteligencia Artificial), ISO27001 (Seguridad), ISO27701 (Privacidad) Certificados SOC1 y SOC2
- Inteligencia sobre amenazas basada en IA
- Acceso detallado con visibilidad a nivel de entidad
- Residencia local de datos con alojamiento en el país
User Permissions and Digital Audit Trails
- Gestione permisos dinámicos para tipos de documentos, actividades de flujo de trabajo, configuración de datos, aprobaciones de transacciones y visualice todas las actividades a través de la pista de auditoría digital.
Secure Document Hub
- Comparta documentos privados con terceros proveedores y socios en una única plataforma.