Eton Solutions is a technology and services partner to complex family offices and wealth-management institutions. Its AtlasFive® platform – an integrated investment, accounting, and operational ERP – supports more than 960 ultra-high-net-worth families in 15+ countries, administering $1.3 trillion in assets and processing over $65 billion annually in capital calls and bill payments. The firm became an early pioneer in applied AI for family offices, deploying Machine Learning and Expert Systems in 2020 and launching EtonAI™, its enterprise-grade generative-AI platform, in 2023. Agentic AI capabilities were added in 2024. Today, EtonAI™ powers more than 400 production use cases, including document processing, reconciliation, portfolio analysis, tax workflows, compliance checks, and accounting automation. Eton Solutions is certified under ISO 27001, ISO 27701, SOC 1 Type 2, SOC 2 Type 2, and ISO 42001, making it one of the first organisations globally with formal Responsible-AI accreditation.
What was the way your colleagues made a difference?
Our colleagues committed to building enterprise-grade AI rather than consumer-style experimentation. Much of today’s AI market prioritises speed and flexibility, but often lacks transparency and rigor. Family offices cannot operate that way. Our teams insisted on auditability, explainability, traceability, and safety. By integrating EtonAI™ with AtlasFive’s unified data model, they ensured AI was built on structured, governed information instead of fragmented sources. This discipline – across engineering, product, services, and security – allowed responsible AI to be deployed at scale across thousands of client workflows.
How do you intend to remain on the front foot and continue to set a high standard?
We are extending EtonAI’s agentic architecture to automate a growing share of the operational backbone, including compliance reviews, reconciliations, investment research, corporate actions, and due-diligence processes. Through the Model Context Protocol (MCP), EtonAI™ can connect securely to external systems and support context-aware interaction, voice-enabled dialogue, and automated email-driven workflows.
As adoption expands, EtonAI™ becomes progressively smarter. Each new workflow, document type, and use case enriches its context engine, creating compounded value: every client benefits not just from their own usage but from aggregated intelligence shaped by hundreds of deployments. This flywheel accelerates accuracy, automation depth, and time-to-value. Our goal is to automate more than 90% of reconciliation and period-close activities while continuing to strengthen responsible-AI guardrails. As one of the first ISO 42001-certified companies, we intend to lead with transparency, explainability, and ethical design.
In what ways were you able to deal with challenges, and what lessons have you learned?
The main challenge with generative AI is trust. LLMs do not inherently understand context or risk, yet families expect precision, privacy, and integrity. We focused on first principles: great AI requires great data. By bringing AI to structured, governed client data within secure environments, we addressed trust, security, and explainability simultaneously. The key lesson is that responsible AI is an architecture, not a feature.
Where do you see the wider wealth management sector going in the next five years?
The sector is moving toward intelligent orchestration. AI agents will perform most operational tasks – capital-call validation, statement review, reconciliations, performance checks – while human professionals focus on judgment, governance, and client outcomes. Responsible AI will become a baseline requirement, and AI-native operating models will define the industry’s future.
