The Billionaire Blueprint: How Your $25M+ Portfolio Finally Gets Elite Private Wealth Management Software
For individuals managing $25 million and beyond, traditional wealth management software falls short. Your financial universe extends well past conventional assets, demanding a level of sophistication once reserved for ultra-high-net-worth family offices managing $500M+. You’ve earned your fortune. Now it’s time your software matched it.
The Problem You’re Living With
You’re navigating complex markets, holding diverse illiquid assets and PE holdings, and planning for multi-generational wealth, yet most days begin with fragmented PDFs from three custodians, a spreadsheet your accountant updated last quarter, and a private equity statement that arrived by mail. This isn’t just inefficient. It’s a liability hiding inside your daily routine.
What EtonAlpha™ Delivers
- The Features: A single, daily-reconciled view of your entire net worth across every custodian, every entity, every asset class. Public equities, private equity, real estate, art, aircraft, philanthropy, and direct holdings, all unified. Built on the exact enterprise infrastructure that powers $1.3 trillion in assets for the world’s leading family offices.
- The Time You Get Back: The 15–25 hours per month you currently spend chasing statements, reconciling balances, and assembling reports for your CPA, attorney, or spouse, returned to you. Quarter-end reporting that took weeks now takes minutes.
- The Benefits That Compound: Unified vision across every holding. Actionable intelligence that turns raw data into decisions. Effortless administrative control. The clarity, precision, and command that, until now, only billion-dollar family offices could access.
The Real Question Is Cost
A traditional family office to deliver this level of oversight runs $1.5M–$3M annually in staffing, infrastructure, and software licensing.
EtonAlpha™ delivers the same intelligence layer for an annual fee of $25K – $125K.
A fraction of the cost. Family office-level intelligence, finally within reach.
