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Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
100-500
Revenue
$5-10m
Founded
2015
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
Incorporated
United States of America
Locations
- Chapel Hill
- Bangalore
Top 5 Markets
- Canada
- United States of America
Total AUM
$+300B
Avg. AUM per client
$1-20B
Clients
Facts about the clients
Focus
Single-Family Offices
Serves also
- Multi-Family Offices
- Financial advisors
Number
- 12 SFOs
- 6 MFOs
- 1 Business Manager
What Eton Solutions clients say
“Our business depends on providing clients with the highest standards of technical advice & client service. The integration with Eton Solutions has allowed Shade Tree to pursue new business opportunities and streamline our operations while maintaining the standard of quality our clients have come to expect.”
Jesse George
Shade Tree Advisors
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Accounting
- Consolidated Reporting
- CRM
- Governance
- Compliance
- Portfolio Management
- Data Aggregation
- Risk Management
Top features
- CRM
- Document Management
- General Ledger Data
- Aggregation
- Partnership and Trust Accounting
- A/P – Payments Processing
- Consolidated Reporting
- Portfolio Management
- Client Portal
- Risk Management
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
- GDPR
- SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
Whitelabel
Yes
Download Detailed Feature ListTechnology
Look under the hood
Type Of Software
SaaS
Security
- Azure World Class Security Infrastructure and Security Monitoring Operations
- Fort Knox Cyber Security
- Customer supplied encryption keys (CSEK)
- Native Azure AD integration
- Identity federation, single sign-on and multi-factor authentication
- Real time security incident and event management
Ecosystem
Microsoft
Integrations
- Incoming bank feeds from many custodians and banks
- Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
- Integration with market data sources like Refinitiv APIs
Mobile App
Yes
Reporting-specific features
They handle reporting like this
Type of data
Transaction level
Accuracy
- Initiated on the Platform transactions
- Enriched with robust contextually data and reconciled back to daily
- Custodian and Bank transaction and position data
Custodians
100+
Time to new custodian
3 to 4 months
Multi-currency
- Set multiple base currencies
- Based on transaction data
Pricing & Co
Learn about the commercials
Cost structure
Based on client complexity and size
Average cost p.a.
$150K to $1M
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone, Dedicated contact, In person on site support
Pricing of support
Free support, On use basis, Based on SLA
Onboarding
3 to 6 months
Customisation
User Roles and Responsibilities, Workflows, Asset Classification, CRM Classification, Reporting Dashboards, Document Management Classification, Visibility Settings, and more
Bespoke development
Upon client request
Added services
Data Aggregation; Transaction Processing; Trade Verification: Asset Setup, Maintenance and Pricing; Fund Administration; Document Management; Compliance; Data entry; Book keeping
