Get In
Touch

Future-proof your family office with EtonGPT™

The leading integrated and secure family office Generative AI solution to assist family office staff with complex cognitive tasks.

A computer screen sitting on top of a table.

EtonGPT™️

Leverages a combination of best-in-class hybrid AI technologies - Large Language Model, Retrieval Augmented Generation, Machine Learning, Vector Database and Business Rule Engine.

check icon
Eton Solutions partnered with Azure OpenAI to develop the proprietary EtonGPT™ application, integrated into the AtlasFive® platform.
check icon
EtonGPT™ offers over 200 use cases to enhance operational efficiency and inferential learning using patent pending Contextual OCR and Dynamic Visualization.
check icon
Ensures maximum security and privacy by allowing AtlasFive® users to access AI tools within their own database.
check icon
Integrates with custodian data feeds, alternative investment documents, invoices, and other documents for automated processing into AtlasFive®.
check icon
Utilizes WhatsApp and Power BI for convenient access to AI tools, improving user accessibility.
A group of people sitting around a table with laptops.
Features

Leveraging EtonGPT™ for Complex Cognitive Tasks

What truly differentiates EtonGPT™ from conventional AI solutions is its seamless integration with AtlasFive® CRM Knowledge Graph, Document Management, Investment and accounting functions. This allows EtonGPT™ to understand the context and relationship between data points and enables automation of complex cognitive tasks.

EtonGPT™ - AI Expert in Your Own Secured Environment. 

Transformation

Language Translation. Text to GraphConversion. Speech to Text.

Inferencing

Analyze investments and behavior trends.

Generation

Generation entails producing documents or content.

Summarization

Summarization of multiple lengthy documents into a brief.

Extraction

Unstructured data to structured & instantly display in aggregated portfolio.
EtonGPT™ Testimonials

Clients With EtonGPT™️ Access

I do not doubt that EtonGPT™ can be a potential game-changer. In deploying the AI-based technology, which involved leveraging EtonGPT™ to automate our document organization and retention processes, we reduced human involvement by 50% and met our accuracy goals. Similarly, we see countless opportunities to unlock efficiencies in our legacy processes through the use of EtonGPT™ in many verticals, including calculating and posting mark-to-markets on private investments, logging invoice information, and summarizing estate planning documents.

Timothy C. Macherone
Chief Operating Officer of Shade Tree Advisors LLC

AI is reshaping how we do everything at the Todd Family Office, and our partnership with Eton Solutions has been beneficial. We have faced challenges in fixing AI hallucinations and are worried about the potential misuse of these tech marvels. We're working with Eton Solutions to pioneer a Responsible AI framework that harnesses the full power of AI with transparency, ethics, and trust at its core. Together, we're setting the standard for the future of AI for family offices.

Andrew Hull
Chief Executive of Todd Family Office

Aglaia Family Office is proud to be pioneering the setup of automated and AI-powered consolidated portfolio reporting and analytics solutions in Asia. Our commitment goes beyond just automation—we're focused on the responsible use of AI, ensuring that its integration into our operations enhances not only efficiency but also strengthens timeliness and accuracy. EtonGPT's early success reassures us that, with Eton Solutions, we're on the right path.

Stephen Hunt
Chief Executive Officer of Aglaia Family Office Pte. Ltd.
Governance Framework

Eton Solutions is acutely aware of the cybersecurity challenges that modern  organizations face, from traditional threats like phishing and malware to emerging risks such as data privacy breaches, deepfakes, and algorithmic bias. Our cloud-native platform is designed with these challenges in mind, ensuring a robust, secure, transparent and ethical environment for all family office operations.

Eton's Responsible AI policy is meticulously designed around a robust Three Pillar Governance Framework, ensuring comprehensive oversight across critical domains.

Eton Solutions Governance Framework for Secure and Trustworthy AI Operations

Cybersecurity

The first pillar, Cybersecurity, is fortified by our  SOC2 and ISO27001 certifications, providing a secure foundation for AI operations.

Privacy

The second pillar, Privacy, is strengthened by our ISO27701 certification and aligns with GDPR principles for safeguarding personal data.

Responsible AI

The third pillar, Responsible AI, encompasses ethical guidelines and risks associated with generative AI. Eton is pursuing ISO 42001 certification to demonstrate our commitment to Responsible AI standards.

Accreditations & Certifications

Accreditations & Certifications

Eton Solutions Insights

Get The Best Insights

View All Insights
Newsroom

Eton Solutions Launches EtonGPT™, World’s First Generative AI Platform for Family Offices

Eton Solutions, a leader in comprehensive wealth management ERP systems for family offices has announced the launch of EtonGPT™ the world's first GenAI module for family offices globally. EtonGPT™ integrates the powerful transactional capabilities of Eton Solution's ERP platform, with sophisticated conversational AI functionalities.

ETON SOLUTIONS BLOG

The AI Revolution: Why AI will be a Game Changer for Family Offices

In an era defined by technological advancement, artificial intelligence (AI) stands out as the biggest and one of the most revolutionizing trends. AI will impact every industry but holds the opportunity to revolutionize the wealth management industry in particular. For decades family offices have hoped that some of the major inefficiencies in the wealth management industry would be solved by technology. Too often the progress was far less than the promise as vendors and family offices alike struggled with lack of standards and too much information locked in documents (unstructured data). AI has the potential to change this and so much more. Let's delve into the multifaceted dimensions of AI's role in family offices and how innovative tools like Eton Solutions’ EtonGPT will reshape the industry.

Event insights

Setting Up a Family Office: Challenges and Consequences

On a bustling day in Mumbai, senior contacts from private wealth managers, single and multi-family offices, and professional services firms gathered for an exclusive thought-leadership roundtable discussion.

Family office insights

Technology-Driven Best Practices And Embedded Governance Are The Future Of Family Offices

Best practices are critical to the success of any organization. They help assure efficiency, access to knowledge, continuous improvement and better decision-making while reducing operational risk and cost. In the case of family offices, which manage the wealth and business affairs of ultrahigh net worth families, best practices are essential—and challenging to develop and execute.

Connect With Us

Questions about family office software or services? Reach out to us.
We’re ready to help you find ways to transform your family office.