Eton Solutions
The Only Integrated, Secure WealthAI Solution You Need

AtlasFive®
Eton Solutions flagship product, AtlasFive®, is a fully integrated, AI-driven software, that holistically which consolidates accounting, investment reporting, transaction processing and document management into a secure and integrated cloud native platform. With one source of truth, Eton Solutions leads wealth management firms into the future by maximising efficiency and minimising errors and risk. The platform is built on the secure infrastructure of Microsoft Azure, which ensures unparalleled security and accessibility for clients worldwide.
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General Ledger, Partnership and Trust Accounting
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Portfolio Management and Investment Reporting
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Tax Classification
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Bill Pay
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AI Family Office Assistant

EtonAI™
Enhance your wealth management operations with the leading AI solution designed to tackle complex cognitive tasks. Seamlessly integrated with AtlasFive®, EtonAI™ offers unparalleled accuracy and insights, empowering your team to achieve more.
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Intelligent Document Processing (IDP)
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Natural Language Interface for User Queries
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Seamless Integration with AtlasFive®
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Also available as a standalone product independent of AtlasFive®
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Enhanced Productivity by 10X

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 product we call the Administrative Family Office™ (AFO™). Add AFO™ to your existing preferred advisory services to complete your wealth management needs, while avoiding the expense and complexity of a family office.
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Virtual family office in the palm of your hand
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Get full control and visibility of your total net worth
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Ensure maximum privacy for your family’s needs
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Big Bank Cybersecurity - best in class encryption & access control
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Harness the power of AI with EtonGPT™ as your personal AI Assistant

Services
Wealth Management Institutions 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.
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Data Aggregation
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Investments
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Accounting
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Private Equity Life Cycle
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Transaction Processing