End Fragmentation: The All-in-One Wealth Management Software for Your $25M+ Portfolio
For UHNWIs managing $25 million or more, the reality is fragmentation: multiple custodians, diverse asset classes, scattered documents, and reports that never quite agree with each other. Consolidated reporting isn’t a luxury at this level. It’s the baseline.
The Friction You Feel Every Month
You’re piecing together statements from different banks, brokers, and asset managers. Reconciliation is a quarterly administrative tax. And when you finally get a “complete” picture, it’s already three weeks stale. This fragmentation doesn’t just waste time, it obscures the real-time truth of your net worth at exactly the moments decisions need to be made.
What EtonAlpha™ Delivers
- The Features: Direct data feeds from every major custodian, prime broker, private bank, and alternative investment platform globally. Automated reconciliation that catches breaks the same day they occur. A single dashboard reflecting every asset, liability, and entity, reconciled within 24 hours. The same all-in-one framework powering $1.3 trillion in family office assets.
- The Time You Get Back: The 10–20 hours per month spent aggregating statements, reformatting spreadsheets, and chasing missing data, eliminated. Month-end close compresses from weeks to a single afternoon.
- The Benefits That Compound: A single source of truth your entire advisory team can rely on. Comprehensive insight across every asset, liability, and entity. The end of “which number is right?” conversations between your CPA, attorney, and investment advisor.
The Math on Building This Yourself
A bespoke consolidated reporting solution from a Big Four firm runs $250K–$600K to implement, plus $150K+ annually to maintain.
EtonAlpha™ delivers it as a fully managed platform for an annual fee of $25K – $125K.
One platform. Every asset. Daily truth.
