Future-proof your family office with EtonGPT™
The leading integrated and secure family office Generative AI solution to assist family office staff with complex cognitive tasks.
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EtonGPT™️
Leverages a combination of best-in-class hybrid AI technologies - Large Language Model, Retrieval Augmented Generation, Machine Learning, Vector Database and Business Rule Engine.
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Leveraging EtonGPT™ for Complex Cognitive Tasks
What truly differentiates EtonGPT™ from conventional AI solutions is its seamless integration with AtlasFive® CRM Knowledge Graph, Document Management, Investment and accounting functions. This allows EtonGPT™ to understand the context and relationship between data points and enables automation of complex cognitive tasks.
EtonGPT™ - AI Expert in Your Own Secured Environment.
Transformation
EtonGPT™ multi-modal capabilities enable conversion of pdf reports into other languages for wealth owner personalization, transforming textual financial data into visual charts and creating visualization of your family tree using our patent pending dynamic visualization technology. It also supports masking or redacting sensitive information in reports.
Inferencing
EtonGPT™ seamlessly integrates with AtlasFive investment and accounting functions so you can ask questions on your private data in your own natural language. Integration with Power BI AutoML tools enable dynamic interrogation and decomposition of reporting dashboards.
Generation
You can generate content such as market research using real-time web data, your evaluation checklist, as well as evaluate fund prospectuses, grants, contracts, etc. against evaluation checklist. You can also draft Estate Plans, Wills, and Trust Agreements based on a template or previous documents.
Summarization
EtonGPT™ automates indexing, tagging and upload of documents securely into your AtlasFive® private instance. Elastic Search makes documents searchable within seconds of being indexed. With EtonGPT™, you can summarize the documents in into a brief.
Extraction
Automated ingestion, extraction, and classification of data from over 250 types of documents related to Alternative Investments, Invoices, Bank Statements, Tax Forms, and Contracts & Agreements including real-time market data, with our patent pending Contextual OCR technology. EtonGPT™ integrates with AtlasFive® CRM Knowledge Graph, offering a dynamic, interconnected view of related entities and accounts.
This facilitates automation of downstream processes like transaction processing, journal entry creation, bill pay, and market value delta calculation. The inclusion of a Vector Database enhances EtonGPT's analytical capabilities, enabling efficient tokenization and retrieval of documents, streamlining the management of structured and unstructured data.
Clients With EtonGPT™️ Access
I do not doubt that EtonGPT™ can be a potential game-changer. In deploying the AI-based technology, which involved leveraging EtonGPT™ to automate our document organization and retention processes, we reduced human involvement by 50% and met our accuracy goals. Similarly, we see countless opportunities to unlock efficiencies in our legacy processes through the use of EtonGPT™ in many verticals, including calculating and posting mark-to-markets on private investments, logging invoice information, and summarizing estate planning documents.
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.
Aglaia Family Office is proud to be pioneering the setup of automated and AI-powered consolidated portfolio reporting and analytics solutions in Asia. Our commitment goes beyond just automation—we're focused on the responsible use of AI, ensuring that its integration into our operations enhances not only efficiency but also strengthens timeliness and accuracy. EtonGPT's early success reassures us that, with Eton Solutions, we're on the right path.
Eton Solutions is acutely aware of the cybersecurity challenges that modern organizations face, from traditional threats like phishing and malware to emerging risks such as data privacy breaches, deepfakes, and algorithmic bias. Our cloud-native platform is designed with these challenges in mind, ensuring a robust, secure, transparent and ethical environment for all family office operations.
Eton's Responsible AI policy is meticulously designed around a robust Three Pillar Governance Framework, ensuring comprehensive oversight across critical domains.
Eton Solutions Governance Framework for Secure and Trustworthy AI Operations
Ciberseguridad
The first pillar, Cybersecurity, is fortified by our SOC2 and ISO27001 certifications, providing a secure foundation for AI operations.
Privacy
The second pillar, Privacy, is strengthened by our ISO27701 certification and aligns with GDPR principles for safeguarding personal data.
Responsible AI
The third pillar, Responsible AI, encompasses ethical guidelines and risks associated with generative AI. Eton is pursuing ISO 42001 certification to demonstrate our commitment to Responsible AI standards.
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