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Built by a Family Office for Family Offices

Your business was our business. We have lived your problems, mapped the diverse needs of Multi-Family Offices, designed our platform around these needs through domain expertise, and can handle complex entity structures and transactions to make the operations of a multi-family office more effective, more efficient and scalable.

A Multi-Family Office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. We support MFOs with performing essential jobs like those in a single-family office, but we can also help build value for your business — for standalone MFOs and also those within professional firms.

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Key Benefits

What you would be getting as a Multi-Family Office

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Cybersecurity
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Artificial Intelligence
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Core Accounting
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Investment Management
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Entity Management
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Cash Management
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Document Management
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Private Loan Management
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Client Reporting
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Data Integration
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Workflows & Audit Trail
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Why Eton Solutions?

AtlasFive® from Eton Solutions is a robust platform tailored to the specific needs of Multi-Family Offices (MFOs), providing a centralized system for managing financial, legal, and operational complexities across multiple family entities. It enhances efficiency by consolidating data management and automating workflows, reducing the need for multiple systems and minimizing errors. The platform's compliance features ensure that MFOs meet regulatory requirements, which is crucial for operating across different jurisdictions.

With its real-time analytics, reporting, and scalability, AtlasFive® supports informed decision-making and adapts to the growing needs of each family office. Its customizable approach allows MFOs to offer personalized services to their clients while benefiting from streamlined operations and enhanced control. This integration of key functions into a secure, comprehensive system helps MFOs reduce administrative burdens and improve overall outcomes for the families they serve.

Built by a family office, specifically for a family office, our solution allows you to completely rethink what you and your family office can achieve.

Case Studies

Clients We Worked With

We help your office get the job done faster, more accurately, and with less effort than any other approach.

Multi-family Offices

Tirer parti de la plateforme AtlasFIVE® et des services Eton Solutions

Eton Solutions fournit la plateforme AtlasFIVE® et des services complets de middle office et de back-office à un important bureau multifamilial (MFO) situé aux États-Unis. Le MFO fournit des services aux familles très fortunées et à leurs entités associées. La clientèle de MFO se compose principalement de clients ayant une valeur nette de 10 à 250 millions de dollars avec un très gros client de plusieurs milliards de dollars.

Multi-family Offices

AtlasFIVE® accélère la création de rapports dans un bureau multifamilial

L'une des exigences les plus fondamentales des family offices est également l'un des plus grands défis : fournir à la famille des rapports en temps opportun et des informations précises basées sur des données actuelles. Si le bureau supervise plusieurs types d'investissements et de transactions pour plusieurs familles, ce défi est encore plus ardu.

Communiquez avec nous

Vous avez des questions sur les logiciels ou les services de gestion de patrimoine ? Communiquez avec nous.
Nous sommes prêts à vous aider à trouver des moyens de transformer votre family office.