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

伊顿数字解决方案

+$1.3 Trillion

平台管理的资产

960+

平台上的家庭

+$76亿资产管理规模

覆盖平台上的 2,000 多项基金

+21.3 Million

每年处理的交易

+126,000

实体

+225,000

平台上汇总的流动资产和非流动资产

How Eton Solutions Compares to Alternative Wealth Platforms

One Platform. Every Capability. No Compromise.

Eton Solutions delivers the industry’s only fully unified wealth management platform, combining data aggregation, real-time insights, accounting, reporting, and AI. An all in one secure, intelligent system.
Unlike providers that patch together features through integrations, Eton Solutions offers a purpose-built solution designed exclusively for family offices. AtlasFive® and EtonAI™ simplify even the most complex operations with native automation, global compliance, and AI-powered intelligence, giving you complete control, unmatched accuracy, and true operational efficiency from a single source of truth.

Competitor Analysis

Eton Competitor Analysis - eton-solutions.com
Eton Competitor Analysis 2 - eton-solutions.com
Eton Competitor Analysis 3 - eton-solutions.com
Eton Competitor Analysis 4 - eton-solutions.com

全球覆盖,本地支持

Multilingual, multi-currency, regulatory-ready in 54+ countries

tick

Full global & local compliance, multilingual & multi-currency support

dash

Partial: global asset tracking, but US-centric & limited complianc

dash

Partial: global asset tracking, but US-centric & limited complianc

tick

Partial: global asset tracking, but US-centric & limited complianc

无与伦比的安全性

ISO 27001/27701/42001, SOC 1/2, BYOK encryption

tick

Industry-leading certifications + BYOK

cross

Basic encryption, no ISO/AI compliance disclosed

tick

Basic encryption, no ISO/AI compliance disclosed

dash

Basic encryption, no ISO/AI compliance disclosed

单一可信数据源

Unified investment, accounting & tax data

tick

Fully unified platform

dash

No built-in accounting: external tools needed

cross

No built-in accounting: external tools needed

tick

No built-in accounting: external tools needed

Supercharged Decision-Making with EtonAITM

IDP, semantic search, 1000+ AI use cases

tick

Full-stack Al: IDP, NLP, automation, predictive insights

cross

Basic dashboards; no AI/IDP

tick

Basic dashboards; no AI/IDP

cross

Basic dashboards; no AI/IDP

数据尽在掌控之中

RAG, LLMS, vector DBS, synthetic data

tick

Full control, advanced Al stack, synthetic modeling

cross

No LLMS/RAG/vector DBs

cross

No LLMS/RAG/vector DBs

cross

No LLMS/RAG/vector DBs

Transparency & Trust

ISO 42001, responsible AI, explainability

tick

ISO 42001, model oversight & explainable Al

cross

No Al transparency or certification disclosed

cross

No Al transparency or certification disclosed

cross

No Al transparency or certification disclosed

化繁为简

270+ automated workflows, built for SFOS, MFOS, PE, RIAS

tick

Native support for complex structures with automated workflows

dash

Focus on UHNW clients; less scalable for PE/family entities

tick

Focus on UHNW clients; less scalable for PE/family entities

dash

Focus on UHNW clients; less scalable for PE/family entities

What our clients say

Clients With EtonAI™ Access

Star rating Star rating Star rating Star rating Star rating

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

Andrew Hull

Todd家族办公室首席执行官

'奖项与认证

First wealthtech firm globally to be
certified with Responsible AI ISO 42001

Thinking of Switching? We Make It Simple.

Dedicated onboarding team
White-glove data migration
Onboarding in under 30 days
Post-go-live optimization included