Empower your legacy with Eton Solutions
The time is now. Harness the power of AI.
Generations of wealth and decades of experience must be passed on.
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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Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.
+$936 Billion
+14.2 Million
+126,000
+$65 Billion
+205,000
Aggregated on Platform
+750 Families
One integrated platform.
One database.
One source of truth.
Our solution to the challenges family offices face is our fully integrated secure cloud native AI-driven platform, AtlasFive®. It acts as one source of truth utilizing the same transaction-level data for investment ledger, performance reporting, the general ledger, and the tax ledger, which means all of your AtlasFive® ledgers are in sync at all times and everything you need to process a transaction is in one place.
As the future of the family office evolves, Eton Solutions is at the forefront of integrating AI into family office operations. Leverage a suite of AI-powered tools securely within their private instance, family offices can enhance efficiency and prepare for the future. These advancements offer automated data processing, generative AI and intelligent insights, reducing manual workload and allowing staff to focus on the office’s priority - achieving the goals of the family it serves.
Seamless
Experience
Our one-stop solution streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products.
Improved
Decision Making
Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.
Efficiency
Enhancement
Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.
Flexible
Growth
With our elastic scaling, we effortlessly adapt to your evolving business needs, whether you're expanding or downsizing.
Uncompromised
Security
Our robust cyber security protects your sensitive data, offering peace of mind while preserving the trust of your digital environment.
Data-Driven
Strategy
We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.
Achieve More With
Next-Generation Wealth Tech.
Leverages a combination of best-in-class hybrid AI technologies - Large Language Model, Retrieval Augmented Generation, Machine Learning, Vector Database and Business Rule Engine. Rest assured that you are making the right choice when inevitably progressing to the next generation of wealth management software.
Discover our solutions
View our Solutions
AtlasFive®
Eton Solutions has reimagined each intricate process of a family office into AtlasFive®, a fully integrated secure cloud native AI-driven platform. A family office serves many different roles for its clients, and no two family offices are structured exactly alike. AtlasFive® platform is highly customizable to fit your office’s needs and be the sole platform you use. The platform improves efficiency as well as trust—in the data, in the process, and in the reporting. Embedding your office’s workflows into AtlasFive® can expedite all functions a family office provides to its clients.
Administrative
Family Office™
Eton Solutions adds professional services to the power of the AtlasFive® platform to deliver the end-to-end administrative services traditionally provided by a family office in a cost-effective, hassle-free solution we call the Administrative Family Office™ (AFO™).
AFO™ facilitates administrative services such as bill pay, accounting tasks, mailroom processes, document management, and a range of other key capabilities by leveraging the Eton Solutions AtlasFive® platform. AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.
Services
Family offices have different goals and resources, which is why we offer comprehensive service options to our clients. Choose the support you need, when you need it — investment support, general ledger assistance, investment management support, and more.
Offer your clients more without adding additional staff.
Who We Serve
Single Family Offices
Whether the job is client reporting, accounting, performance reporting, estate planning, managing alternative assets, or any other of the myriad tasks an SFO does, there is the expectation they will be done in an accurate, transparent and timely way. Eton Solutions enables family office professionals to focus on higher value tasks, de-risk operations in a highly secure and scaled access managed environment.
Multi-Family Offices
A multi-family office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. The Eton Solutions AtlasFive™ software platform and optional supplemental services enable MFOs to efficiently execute transactional services and at lower costs thereby increasing profitability.
Business Managers
As a financial advisor, you’re trusted by your clients. They depend on you to effectively manage their investment portfolios and guide them on the best path forward. With products and services by Eton Solutions, you can offer more value-added services that solve your clients’ pain points and provide them with a more centralized and simplified wealth management experience.
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Wealth Owners
A family needs more than just advisory services to manage wealth effectively. Eton Solutions offers a variety of services and products that expand your administrative capabilities, improve your access to current data about your assets and net worth, and let you choose the level of investment, advisory, and tax support you need.
Partners
At Eton Solutions, we foster collaborative partnerships and provide valuable resources to empower our ecosystem partners.
By becoming an Eton Solutions Ecosystem Partner, you gain access to a wide array of benefits and opportunities that elevate your service capabilities and expand your reach on a global scale.
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.
An Award-Winning Platform
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View All InsightsA Self-Driving Family Office?
Along the technology journey toward automotive automation and self-driving cars, experts frequently talk about five levels of automation, ranging from no driving automation whatsoever (Level 1) to full driving automation (Level 5). Today’s family offices might think about a similar spectrum when considering where they are in harnessing the power of automation to improve the way they get from here to there.
