业务经理
您需要的唯一集成、安全的 WealthAI 解决方案。
概述
With Eton Solutions, business managers can offer entertainers and athletes a bespoke and robust range of services.
- Integrated Bill Payment Processes
- Investment Data Aggregation
- 报税
- Financial Accounting
Incorporating Eton Solutions’ scalable services into your business management offerings eliminates the problem of manually integrating disparate systems. It also improves transparency, decreases risk, and enables business managers to provide more services to more clients – without increasing costs.
Scale Your Operations
Streamline your client bill payment process with our integrated business manager platform.
Integrated Cash Management and Open Banking
- Integration with BILL and multiple banks.
- Over $65B in bill payments processed.
- Robust approval workflow.
Integrated Platform
Our unified platform includes bill pay, client accounting, investment data integration and more.
Key Functions Fully Integrated
- Seamless integration between your custodian of choice and general ledger accounting system eliminates reconciliation between systems reducing risk and adding scale.
Digital Client Experience
Delight your clients with seamless digital experience.
Improved Customer Experience
- Client portal and mobile app provide a modern digital experience for your clients allowing them to approve bills on the go, share document securely and look up important financial information.
Custom Reporting
Better Information Delivery
- Over 50 Standard reports.
- Integrated Business Intelligence tools.
- Private Labelling.
Professional Services
Delight your clients with seamless digital experience.
Augment your Staff
- We can provide many back office operations functions in a cost effective manner allowing your team to focus more on your clients.
隐私、安全和透明度
Protect your clients data.
Secure Infrastructure and IT Security
我们为您提供同类最佳的解决方案，让您完全掌控自己的数据，按照最高安全标准进行管理，并确保最大程度的隐私。
- 灵活的运行基础设施
- Microsoft Azure 云原生架构 (CNA)
- 灾难恢复和业务连续性
- Pro-active 24×7 MonitoringTrusted Security and Computing Infrastructure
- 集成单点登录（SSO）和多因素身份验证功能
(MFA) - 可继承的成熟度：通过 ISO42001（人工智能管理系统）、ISO27001（安全）、ISO27701（隐私）SOC1 和 SOC2 认证
- 人工智能驱动的威胁情报
- 实体级可见性的细粒度访问
- 本地数据驻留与国内托管
User Permissions and Digital Audit Trails
- 管理文件类型、工作流程活动、数据设置、交易审批的动态权限，并通过数字审计跟踪查看所有活动。
Secure Document Hub
- 在单一平台上与第三方供应商和合作伙伴共享私人文件。