The Only Fully Integrated
Family Office Software &
Data Management Platform
Revolutionize your family office reporting and wealth management
with our comprehensive, secure, and intuitive family office software
built specifically for managing complex wealth structures across
multi-family and single-family offices.
Built by Family Office, For Family Offices. Leading Family Office Data & Document Management
Founded in 2010 by professionals within multi-family offices, our platform caters to your family office data software, performance reporting, and investment management software needs. Our innovative platform offers a real-time, holistic view of all your assets across all classes, ensuring 100% data privacy and security.
Why Choose Our Family Office Software & Data Platform?
Complete Data & Reporting Integration
Unify all your wealth data from custodians, banks, brokers, and alternative investments into a single, seamless family office reporting software system. Multi-currency support and automated reporting improve family office performance reporting efficiency.
Secure & Private Data Management
Industry-grade encryption, multi-factor authentication, private cloud architecture, and Swiss-based infrastructure guarantee your data privacy.
Empower Decision-Making with AI & Real-Time Analytics
Use advanced intelligent document processing and analytics, customizable dashboards, and intuitive reports to streamline your family office operations and strategic planning.
Global & Cross-Border Management
Managing portfolios across jurisdictions is easy with multi-currency, compliance, and multi-jurisdiction support.
Explore Key Features of Our Family Office Management Software
Unified Asset & Wealth View
Visualize your entire family wealth structure, assets, liabilities, and holdings in an interactive, real-time dashboard. Perfect for family office investment software with instant insights.
Data Aggregation & Reporting Software
Real-time feeds from custodians, banks, and alternative investments provide accurate insights, enabling family office reporting software capabilities that support compliance and strategic analytics.
Investment & Asset Management Tools
Seamlessly monitor and manage alternative investments, real estate, and other assets. Automate routine tasks with AI-powered family office investment management software features.
Security & Data Privacy
Industry-leading encryption, private cloud, and strict access controls uphold your data privacy, aligning with family office security software standards.
Eton Solutions: The Future of Family Office Data & Reporting
Empower your family office with intelligent automation, real-time reporting, and secure data management, designed for multi-family office document management, performance reporting, and complex wealth management.
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Activos gestionados en la plataforma
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Entidades
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Activos líquidos e ilíquidos agregados en la plataforma
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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
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
irector 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
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