Purpose-built for
High-Net-Worth Clients
Incorporating Eton Solutions’ scalable services into your business management offerings eliminates the problem of manually integrating disparate systems. It also improves transparency, decreases risk, and enables business managers to provide more services to more clients – without increasing costs.
Eton Solutions was founded by professionals who spent their careers servicing Ultra-High Net Worth Individuals. With a focus on integrating disparate systems and automating routine tasks, Eton Solutions helps business managers seamlessly coordinate cash management, investment reporting, and tax preparation so clients have a holistic view of their financial picture while benefiting from streamlined processes, greater transparency, and real-time access to data.
Benefits for Registered Investment Advisors
Why Eton Solutions?
Eton Solutions' AtlasFive® platform is a powerful tool for business managers, streamlining the complexities of managing multiple clients' financial, legal, and operational needs. The platform consolidates data, automates workflows, and provides real-time insights, making it easier to manage everything from accounting to compliance in one secure system.
With its integrated reporting and robust security features, AtlasFive® enables business managers to offer comprehensive services efficiently and effectively. By automating administrative tasks and centralizing critical information, the platform helps reduce overhead, improve decision-making, and ensure that business managers can focus on delivering high-quality service to their clients.
Connect With Us
Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.