Eton Solutions provides a wealth management platform, supportive and administrative services, and a family office alternative so that you can choose the solution that fits your needs best.
With Eton Solutions, you’re leveraging a platform that that evolves with your business and with global technology standards, security and capabilities.
Achieve more with the next generation of wealth management software.
The AtlasFive® platform was built to solve the problems family offices face. It provides a secure family office infrastructure to support your certified operations. Provide family members with current data about their assets and net worth, reduce staff time spent on routine tasks, and streamline siloed reports into a central system. Implement AtlasFive® and see how much more your office can achieve.
The family office alternative without the hassle.
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.
Services that empower our clients to achieve more for their clients.
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.