Eton Solutions’ AFO™ empowers wealth management
AFO™’s professional offerings facilitate administrative services such as bill pay, accounting tasks, mailroom processes, document management, and a range of other key capabilities by leveraging the Eton Solutions 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. And the transition from your old system is seamless with our 30-day* implementation plan that has your office up-and-running on AtlasFive® in 30 days* with our dedicated implementation team helping you every step of the way.
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 Compliance. 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
User permissions and digital audit trails. Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through digital audit trail.
Secure document hub. Store and securely
share private documents with third-party vendors and partners on a single platform.
Control on-the-go. Enforce structural controls with dynamic workflows and approve transactions from anywhere.
Gain total visibility & risk management
Capture family 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
AFO™ powered by people
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
View the AFO™ demo on the mobile device.
Implement AFO™ through our experienced team
Our proven, hassle-free implementation will have your AFO™ productive in 30 days*.
Ready to learn more?
Download the AFO™ Brochure:
- English (United States)
- English (International)
- English (Australia)
- English (India)
- English (UAE)
- Chinese (Simplified)
- Chinese (Traditional)
Discuss your needs with an Eton Solutions professional to determine if AFO™ is right for you.
* 30 days after receipt of confirmed data feeds