Services

Services

Eton Solutions Global Service Center allows for flexible delivery, to support you in your day-to-day work. We are dedicated and focused on building relationships that result in long-term partnerships.

We understand your unique needs as an ultra-high net worth office, and our goal is to complement the value you deliver to your clients. We can perform tasks such as:

  • Data aggregation, consolidation, and normalization
  • Exception management
  • Security master management
  • Document uploads
  • Transaction initiation (bill pay, cap calls, etc.)

The benefits of using our Global Service Center include:

  • Flexibility
  • Responsiveness
  • A commitment to excellence

Level 1

Client Driven. Eton Solutions configures the AtlasFive platform for the way you work. We train your professionals on how to use the technology and provide support as needed. You continue to perform back-office services.

Level 1

Level 2

Collaborative. Same as Level 1, except that we partner with your office to identify and outsource tasks that Eton Solutions Global Service Center can perform better or more cost effectively. We are mutually accountable for back-office services.

Level 2

Level 3

Outsource. Your office wants to focus on higher value, analytical or oversight roles. You prefer to spend your time with clients, not managing the back office. You outsource these tasks and functions to Eton Solutions Global Service Center, and we are responsible for back-office services.

Level 3

Why Would you Outsource?

ALIGN COSTS, RESOURCES AND TASKS

Gain access to world class capabilities while lowering operating costs

EXPERTS YOU CAN
RELY ON

We have lived your problems. Leverage an expert knowledge base of the UHNW office

STREAMLINE TIME-CONSUMING TASKS

Focus on the core business processes while delegating the mundane