EtonAI™

Boost productivity by up to 10x with intelligent automation.

Six Foundational Building Blocks of EtonAI™

EtonAI™ is a next generation artificial intelligence system to work smarter and faster by automating routine tasks and augmenting staff with intelligent assistance. From processing complex documents to answering questions in natural language, EtonAI™ transforms how teams access and act on information. Whether embedded in AtlasFive® workflows or used on its own, it automates repetitive middle and back-office operations with a high accuracy—all within a secure environment.

01

Future-Ready, Scalable, and Secure Cloud Technology

EtonAI™ runs on a private, cloud-native instance with a single-tenant architecture—ensuring each client operates in an isolated, secure environment with no shared data. This structure guarantees maximum privacy, security and control.

We don’t just meet industry standards — we exceed them. With certifications like ISO 42001 for AI governance, SOC1 & SOC2 for organization control, and ISO 27001 & 27701 for information and privacy security, we demonstrate a deep commitment to Responsible AI and data governance.

02

World Knowledge: Making Data AI-Ready

Unlike traditional AI systems, which require extensive retraining to handle new or unseen data, EtonAI™ is built to adapt and provide real-time insights from day one. We are the only ones in the space offering a solution that combines:

  • Pre-trained large language models
  • Live web data integration
  • Your private data securely stored in AtlasFive®

This unique approach ensures EtonAI™ is ready to process a broad spectrum of data and over 250 document types from the outset. By automatically detecting anomalies and outliers, our models help users swiftly resolve complex tasks—freeing staff to focus on higher-value, strategic activities.

03

Best in Class AI Ecosystem: LLMs, RAG, Knowledge Graph & Vector Database

At the heart of EtonAI™ is a hybrid AI model architecture, combining the best of multiple technologies:

  • Enterprise-grade Large Language Models (LLMs) deliver deep understanding of documents and user prompts while ensuring your private data is not shared with external systems, vendors, or third-party services.
  • Retrieval-Augmented Generation (RAG) fetches context from private systems (like AtlasFive®) or the web, ensuring current and relevant responses.
  • Our patent-pending Knowledge Graph connects entities, taxonomies, and relationships to enable In-Context Learning for document understanding, analytics, and AI reasoning.
  • Vector Database enables powerful semantic search across documents in AtlasFive®, helping your teams quickly find relevant insights, reduce manual review time, and make faster, data-driven decisions across the organization.

Together, these components allow EtonAI™ to go far beyond simple extraction—offering contextual awareness and intelligent inference.

04

AI Agents for Automation and Decision-Making

EtonAI™ leverages a powerful system of autonomous agents (Eton AIgency™) to automate and orchestrate workflows across middle and back-office operations.

These agents work together to handle tasks such as:

  • Automated document retrieval from custodial and investor portals. Eton AIgency™ handles complex MFA logins.
  • Extract and classify data from over 250+ document types
  • Map extracted data from documents to downstream systems to automate workflows such as document tagging, transaction processing, bill pay, mark to market, journal entry entries, tax working papers and period close reconciliation.
  • Generating insights and summaries from aggregated content – GP Investor Tear Sheets, PE Due Diligence Questionnaires, LP Audit Confirmation and Investment Portfolio and General Ledger Analysis.
05

AI-Augmented Staff

EtonAI™ integrates seamlessly with AtlasFive®, Power BI, WhatsApp, and Microsoft Outlook, bringing AI intelligence directly into the tools your teams already use.

By automating repetitive tasks like document management, generating real-time reports on demand, and more, EtonAI™ frees up your staff to focus on higher-value, strategic work. The result: a more efficient, empowered workforce and a dramatically more productive staff.

06

Responsible AI

Eton Solutions is dedicated to Responsible AI principles, ensuring that our AI systems deliver clear, transparent reasoning for all AI-driven processes and data handling. We have achieved ISO 42001 certification for Artificial Intelligence Management Systems (AIMS), becoming one of the few wealth management platforms in the world to attain this distinction, alongside SOC 1, SOC 2, ISO 27001, and 27701 for reporting, security, and privacy.

Capabilities

Leveraging EtonAI™ for Complex Cognitive Tasks

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

EtonAI™ - AI Expert in Your Own
Secured Environment.

Governance Framework

Eton Solutions Governance Framework for Secure and Trustworthy AI Operations

Eton’s AI Policy is anchored on a Three-Pillar Governance Framework that ensures end-to-end oversight across all critical domains—security, privacy, and ethical AI use. Eton Solutions has achieved ISO/IEC 42001 certification for its AI Management System (AIMS)—a landmark milestone that places us among the first organizations globally to be certified under the world’s first international standard for Responsible AI governance.

Cybersecurity

The first pillar, Cybersecurity, is fortified by our SOC1, 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 Solutions has achieved ISO/IEC 42001 certification for its AI Management System (AIMS)—a landmark milestone that places us among the first organizations globally to be certified under the world’s first international standard for Responsible AI governance.

Accreditations

EtonAI™ Testimonials

Clients With EtonAI™Access

I do not doubt that EtonAI™ can be a potential game-changer. In deploying the AI-based technology, which involved leveraging EtonAI™ 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 EtonAI™ in many verticals, including calculating and posting mark-to-markets on private investments, logging invoice information, and summarizing estate planning documents.


 Timothy C. Macherone

Timothy C. Macherone

Chief Operating Officer of Shade Tree Advisors LLC

EtonAI™ Testimonials

Clients With EtonAI™Access

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

Andrew Hull

Chief Executive of Todd Family Office

EtonAI™ Testimonials

Clients With EtonAI™Access

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. EtonAI™’s early success reassures us that, with Eton Solutions, we’re on the right path.


Stephen Hunt

Stephen Hunt

Chief Executive Officer of Aglaia Family Office Pte. Ltd.