财富拥有者
您唯一需要的一体化安全型 WealthAI 解决方案
概述
Eton Solutions, creator of the award-winning AtlasFive® technology platform, launched the industry-first EtonAlpha.
The EtonAlpha introduces a cost-effective, integrated solution for ultra-high-net-worth families, starting from $25 million in assets, offering the same powerful capabilities as large single family offices. An EtonAlpha powered office is a far more cost-effective and rewarding alternative, essentially delivering a virtual family office in the palm of your hand.
随时随地
虚拟家族办公室
Eton Solutions adds professional services to the power of the AtlasFive® platform to deliver the end-to-end administrative services traditionally provided by a family office in a cost-effective, hassle-free product we call the EtonAlpha.
Add EtonAlpha to your existing preferred advisory services to complete your wealth management needs, while avoiding the expense and complexity of a family office.
Eton Solutions' EtonAlpha empowers Wealth Management
With Eton Solutions’ EtonAlpha, you can access a secure, best-in-class platform to manage and control your total net worth. Paired with a plug-and-play suite of features and services to augment and improve middle and back office efficiency, the EtonAlpha empowers your family office to focus on achieving its vision and legacy.
EtonAlpha delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.
- 克服设立家族办公室相关的高昂初期成本
- 一套即插即用的服务套件，用于提升后台和中台运营效率
- 将财务数据与绩效/风险报告整合至统一视图，通过实时洞察加速决策
- 借助Eton一流的Azure基础设施，安全管理资产、账户及投资
- 通过屡获殊荣的数据模型实现自动化，提升组织效率
- 安全、一流的平台，实现端到端运营的管理与控制
案例研究
这位金融企业家管理着一个复杂的单一家族办公室，资产规模超过1.4 亿美元，遍布香港、新加坡、美国、瑞士、台湾和日本，因此面临着巨大的挑战。
更多信息