Clarity. Control. Confidence.

Every month, I spent an entire week aggregating data from investment managers, banks, and broker statements. This was tedious work and limited the amount of time I spent on critical analysis and decision-making. Having Eton Alpha handle the reconciliation and aggregation work has been a gamechanger and allows me to focus on investment performance. Additionally, the ETON solution has given me back a week, each month, to enjoy life!

For years, I relied on spreadsheets and fragmented reports to understand my wealth. EtonAlpha changed that completely. I now have a single, transparent view across all my entities and investments. It gives me clarity, confidence, and peace of mind — which, at this stage of life, is invaluable.

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.

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.

Eton’s partnership with Asas sets a new gold standard for family office services in the Gulf. A disciplined governance model is essential for transitioning a family’s legacy into a resilient and sustainable future. Asas, having its roots as a family office, brings deep insight into the unique needs of families looking to structure, consolidate, and manage generational wealth. By integrating Eton’s globally trusted platform, we are now able to streamline family wealth with unprecedented precision and transparency, placing intelligent technology at the core of our client relationships. Together, we’re not just managing wealth—we’re engineering a smarter, more secure future for the Gulf’s most accomplished families.

This collaboration reflects our shared vision to redefine the Family Office as a Service in India. By combining Prime Trigen Wealth’s profound understanding of the Indian market with Eton Solutions’ cutting-edge technology and global expertise, we aim to deliver unparalleled innovation, efficiency, and client-focused services. Together, we are setting a new benchmark for excellence, offering world-class solutions tailored to the unique needs of UHNW and HNW families in India.

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.

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.