Eton Solutions
Eton’s platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
By harnessing the power of automation, best-in-class cybersecurity, and advanced data governance – coupled with unmatched domain expertise – we guide you through the complex, inevitable progression to the next generation of wealth management. Our platform sets the industry standard for best practices and ensures your office is up-to-date with current guidelines.
What sets Eton Solutions apart?
"Our clients deserve efficient processes and timely information driven by modern technology and an expansive vision of what is possible. Eton Solutions is providing the tools to realize this vision."
Phil Ierardi
Product
Get an overview of what this software does.
Main tasks
- Accounting
- Consolidated reporting
- CRM
- Governance
- Compliance
- Portfolio management
- Data aggregation
- Risk management
- Transaction processing
- Dynamic integrated workflow management
- Alternative asset management and tracking
- Document management and AI assisted search
- Performance reporting
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
- Client communication via integrated secure messaging application
- Dynamic permissions to types of documents, types of activities and client relationships and entities
- Project tracking
- Disaster recovery
- Business continuity
- Omnibus and Reg-9 Functionality
Assets supported
- All assets are supported on the platform
Compliance
- GDPR
- SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
Whitelabel
- Yes
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
- Bill.com
- Advisor Peak
Mobile App
- Yes
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
- 3–4 months
Multi-currency
- Set multiple base currencies
- Based on transaction data
Cost structure
- Based on client complexity and size
Average cost p.a.
- $100k – $1 million
Category
Portfolio Management
Country
United States of America
Get in touch with Eton Solutions
Phil Ierardi
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 100–500
Revenue
- $10 million+
Founded
- 2015
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
- Navis Capital Partners is also an owner
Incorporated
- United States of America
Locations
- Chapel Hill
- Bangalore
Top 5 Markets
- Canada
- United States of America
- New Zeland
- Switzerland
Total AUM
- $450 billion
Avg. AUM per client
- $1–20 billion
Focus
- Single-family offices
Serves also
- Multi-family offices
- Financial advisors
- Trust companies
Number
- 390 families
Available upon request.
Request ReferencesWhat 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
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
3–6 months
Customisation
User roles and responsibilities
Workflows
Asset classification
CRM classification
Reporting dashboards
Document management classification
Visibility settings
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
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