Your virtual family office powered by AtlasFive®
Eton Solutions' Administrative Family Office™ (AFO) is a fully integrated technology and professional services solution that streamlines and simplifies the delivery of family office administrative services such as bill pay, accounting tasks, mailroom processes, document management, by leveraging the AtlasFive® platform.
AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.
Key Features of the AFO™
Streamline your family office operations with best-in-class AtlasFive® integrated platform for improved efficiency and elevated focus.
Experience family-level governance
Institutionalize family objectives and comply with tax reporting requirements.
Investment objectives
Establish family-specific investment objectives and track portfolio targets to actuals.
Tax Preparation
Obtain the needed information to support meeting your tax reporting needs with our tax support services.
Get full control
at your fingertips
Initiate, authorize and manage all tasks and operations
Secure document hub
Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through digital audit trail.
User permissions and digital audit trails
Establish family-specific investment objectives and track portfolio targets to actuals.
Control on-the-go
Enforce structural controls with dynamic workflows and approve transactions from anywhere.
Achieve comprehensive portfolio visibility and optimize performance
Capture your family's total net worth for risk management and seize market opportunities
Holistic view of your portfolio
Get a holistic view of total assets across entities with a bird’s-eye view down to the granular details.
Performance management
Understand portfolio performance and measure decision impact by benchmarking against industry standards and custom criteria.
Manage complex investments seamlessly
Simplify the entire Private Equity Lifecycle
End-to-end management of Private Equity
Simplify the PE lifecycle by initiating capital calls, authorizing payments, and updating capital commitment schedule on the platform.
Advanced cash flow analysis and reporting
Visualize historical and projected private equity cash flows for ensuring liquidity for upcoming capital calls.
Have a high quality, accurate and secure data infrastructure
Remove manual data management efforts and simplify your data operations
Integrated data in secure infrastructure
Automate data feeds across banks and custodians to unify and secure all data on one platform for all needs.
Streamline data operations
Automate AI-driven transaction analysis to detect and fix anomalies and inconsistencies, leaving you with accurate and clean data.
Keep track of all your
private assets
Centrally manage your private assets wherever you are
Centrally managing all your private assets
View your entire collection of watches, art, real estate, wine, etc. with location tags and descriptions on the platform.
Visualisation and Reporting
Add your assets to your total net worth and monitor changes in the underlying asset value through dashboards and reports.
How our AFO™ team serves you:
Data
Management
General Ledger
accounting
Investment
Reporting
Transaction
Processing
Additional Expertise
& Tracking
AFO™
Administration
Flexible options to Suit Your Needs
AFO™
One solution to run your family office in an efficient manner.
AFO™ Power
Performance-driven investment reporting for growth.
AFO™ Pro
Professional-grade wealth solution for complex investments.
Implement AFO™ through
our experienced team
Our proven methodology will have your AFO™ implemented in 30 days*. Beyond leveraging the AFO™ platform, Eton Solutions assigns you a key single point of contact who, leveraging a highly experienced team of experts, will provide your service requirements, paying only for what you need, when you need.
AFO on Mobile
Click to preview the AFO Mobile App
Download the AFO™ Brochure:
Ready to learn more?
Discuss your needs with an Eton Solutions professional to determine if AFO™ is right for you.