经验
体验智能财富管理
您唯一需要的一体化安全型 WealthAI 解决方案
Our platform combines the power of AI, security, and unified data to transform your operations.
Eton Solutions delivers the only fully integrated, AI-powered wealth management platform designed for family offices, private equity firms, and multi-asset managers.
At the core is AtlasFive®, unifying every aspect of complex wealth into a single, seamless environment, while EtonAI™ supercharges decision-making with intelligent document processing, portfolio analysis, and personalized investment strategies.
Imagine instant portfolio clarity, real-time cross-border management, and actionable insights woven directly into your strategy. With enterprise-grade security, Bring Your Own Key encryption, and ISO 42001 certification, Eton ensures your data is not only protected but handled with ethical, transparent AI. The result: a transformative journey that simplifies complexity, empowers confident choices, and unlocks the future of Wealth Intelligence.
Trusted by Leading Wealth Institutions
+$ 0.0 Trillion
平台管理的资产
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实体
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平台上汇总的流动资产和非流动资产
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Families on Platform
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Transactions Processed Annually
+$ 0 Billion AUM
覆盖平台上的 2,000 多项基金
'我们的服务对象
家族办公室
AtlasFive® and EtonAI™ - Built by a Family Office for Family Offices, empowering financial advisors with comprehensive tools and AI-driven insights.
Private Equity, VCs, LPs, GPs & Fund of Funds
EtonAxis™ – Advanced platform designed specifically for institutional investors and fund managers to optimise deal flow and portfolio management.
High Net-Worth Individuals & Wealth Owners
EtonAlpha™ – Exclusive solutions to manage and grow wealth with personalised strategies and sophisticated analytics.
业务经理
AtlasFive® – Streamlined management tools to oversee operations, compliance, and client engagement efficiently.
Registered Investment Advisors (RIAs)
AtlasFive® – Trusted platform to serve clients with tailored investment solutions and optimised workflows.
Your Complexity. Our Simplicity.
Supercharge Decision-Making with EtonAI™
Move beyond reporting into real-time intelligence — delivering insights that turn complexity into clarity.
One Platform. All Your Wealth.
Seamlessly manage cross-border operations, portfolios, documents, and entities in one unified system.
Intelligence Woven Into Every Workflow
Automate the repetitive. From onboarding and reconciliations to bill pay and tax prep, EtonAI executes across 250+ document and workflow types.
Portfolio Clarity Instantly
Access real-time data and analysis that empowers CIOs, COOs, and Principals (upper case “P”) with a single source of truth.
值得信赖的安全性
Bring Your Own Key encryption and ISO 42001 Certification ensure your AI is private, ethical, and compliant.
Built to Scale Wealth
Replace manual processes with intelligent automation—freeing your team to focus on strategy, not admin processes.
Experience Wealth
Intelligence Today
Bookt A Demo
Beyond Automation Unprecedented Efficiency
Transform hours of manual work into minutes—or even seconds—with intelligent automation built for the industry’smost complex workflows.
Details
With Eton Solutions Platform
Other Platforms
Portal Extraction
Retrieving, downloading, and archiving investor documents from multiple portals
With Eton Solutions Platform
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Min
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Mins per statement
交易处理
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
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Mins
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Mins per transaction
Investment Portfolio Analysis
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
With Eton Solutions Platform
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Mins
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Hours per portfolio
文件管理
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
< 0
Min
Other Platforms
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Mins per document
Credit Card Statement Processing
Extracting line items from statements and mapping them to expense categories and general ledger accounts
With Eton Solutions Platform
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Mins
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What our clients say
人工智能正在重塑我们Todd家族办公室的工作方式，而与Eton Solutions的合作也让我们受益匪浅。我们在修复人工智能幻觉方面面临挑战，担心这些技术创新可能会被滥用。我们正在与 Eton Solutions 合作，制定一个负责任的人工智能框架，以公平透明、道德伦理和信任相托为核心，充分利用人工智能的力量。我们将共同制定标准，让人赋能家族办公室的未来发展。
Andrew Hull
Todd家族办公室首席执行官
Adopting EtonAI and creatively incorporating it into our process has proven highly successful. We began by utilizing EtonAI to read PDF documents, extract the data and leverage the information. By prioritizing high-touch, low-risk tasks, we have established a solid baseline of experience and trust in both the process of implementing AI workflowsand the resulting data. This approach has positioned us well to further expand our use cases and continue leveraging AI to optimize our day to day tasks.
Meghan Grayson
Director of Operations of Shade Tree Advisors
Eton与Asas的合作为海湾地区的家族办公室服务树立了新的黄金标准。严谨的治理模式对于将家族遗产转化为一个有韧性和可持续发展的未来至关重要。Asas以家族办公室为根基，能够深刻洞察那些希望构建、整合和管理世代财富的家族的独特需求。通过整合 Eton 全球值得信赖的平台，我们现在能够以前所未有的精确度和透明度简化家族财富，将智能技术置于客户关系的核心。通过合作，我们不仅仅是在管理财富，而是在为海湾地区最有成就的家族设计一个更智能、更安全的未来。
Himanshu Khandelwal
CEO of Asas Capital
“此次合作反映了我们意在重新定义印度家族办公室服务的共同愿景。通过将 Prime Trigen Wealth 对印度市场的深刻理解与 Eton Solutions 的尖端技术和全球专业知识相结合，我们旨在实现无可比拟的创新、效率以及以客户为中心的服务。我们将共同树立新的卓越基准，面向印度超高净值和高净值家庭的独特需求提供世界一流的解决方案。
Mr. N. Jayakumar
Managing Director of Prime Securities Ltd.
For organizations such as ours, operating with sensitive financial and personal data, knowing that our technology partner adheres to the highest ethical AI standards is paramount.Eton Solutions’ ISO 42001 certification provides us with added confidence that their AI-powered solutions are not only innovative but also built on a foundation of trust, transparency, and robust governance.
Saji Sachchithanantham
COO of Todd Family Office
As we strengthen our Fund Administration capabilities across India, Singapore, and the Middle East, we sought a technology partner aligned with our growth ambitions. EtonAxis™ enables us to respond faster, improve accuracy, and support our clients more effectively. A meaningful step toward the standard of service we aim to deliver.
Gopa Kumar
CEO of Pierian Next
'奖项与认证
