EtonAI™

EtonAI™ runs on a private, cloud-native instance with a single-tenant architecture—ensuring each client operates in an isolated, secure environment with no shared data. This structure guarantees maximum privacy, security and control.

We don’t just meet industry standards — we exceed them. With certifications such as ISO 42001 for AI Management Systems, ISO 27001 & 27701 for information security and privacy, SOC 1 Type 2 (internal controls over financial reporting), and SOC 2 Type 2 (Trust Services Criteria covering security), we demonstrate a deep commitment to Responsible AI and comprehensive data governance.

Unlike traditional AI systems, which require extensive retraining to handle new or unseen data, EtonAI™ is built to adapt and provide real-time insights from day one. We are the only ones in the space offering a solution that combines:

• Pre-trained large language models
• Live web data integration
• Your private data securely stored in AtlasFive®

This unique approach ensures EtonAI™ is ready to process a broad spectrum of data and over 250 document types from the outset. By automatically detecting anomalies and outliers, our models help users swiftly resolve complex tasks—freeing staff to focus on higher-value, strategic activities.

At the heart of EtonAI™ is a hybrid AI model architecture, combining the best of multiple technologies:

• Enterprise-grade Large Language Models (LLMs) deliver deep understanding of documents and user prompts while ensuring your private data is not shared with external systems, vendors, or third-party services.
• Retrieval-Augmented Generation (RAG) fetches context from private systems (like AtlasFive®) or the web, ensuring current and relevant responses.
• Notre patent-pending Knowledge Graph connects entities, taxonomies, and relationships to enable In-Context Learning for document understanding, analytics, and AI reasoning.
• Base de données vectorielle enables powerful semantic search across documents in AtlasFive®, helping your teams quickly find relevant insights, reduce manual review time, and make faster, data-driven decisions across the organization.

Together, these components allow EtonAI™ to go far beyond simple extraction—offering contextual awareness and intelligent inference.

EtonAI™ leverages a powerful system of autonomous agents (Eton AIgency™) to automate and orchestrate workflows across middle and back-office operations.

These agents work together to handle tasks such as:

• Automated document retrieval from custodial and investor portals. Eton AIgency™ handles complex MFA logins.
• Extract and classify data from over 250+ document types
• Map extracted data from documents to downstream systems to automate workflows such as document tagging, transaction processing, bill pay, mark to market, journal entry entries, tax working papers and period close reconciliation.
• Generating insights and summaries from aggregated content – GP Investor Tear Sheets, PE Due Diligence Questionnaires, LP Audit Confirmation and Investment Portfolio and General Ledger Analysis.

EtonAI™ integrates seamlessly with AtlasFive®, Power BI, WhatsApp, and Microsoft Outlook, bringing AI intelligence directly into the tools your teams already use.

By automating repetitive tasks like document management, generating real-time reports on demand, and more, EtonAI™ frees up your staff to focus on higher-value, strategic work. The result: a more efficient, empowered workforce and a dramatically more productive staff.

At Eton Solutions, we are committed to the principles of Responsible AI, ensuring that our AI systems deliver clear and transparent reasoning for all AI-driven processes and data handling. We have achieved ISO 42001 certification for Artificial Intelligence Management Systems, becoming one of the few wealth management platforms worldwide to attain this distinction. In addition, we hold SOC 1 Type 2 and SOC 2 Type 2 certifications, alongside ISO 27001 and ISO 27701, reinforcing our robust framework for information security and privacy.