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Eton Solutions

Eton Solutions

Category
Consolidated Reporting
HQ
United States of America

Eton Solution’s platform, AtlasFive, built by a family office for the family office market, is the only fully integrated single source of truth platform in the UHNW market today.

AtlasFive, designed to solve the most common industry problems, inefficiency and lack of timely, accurate data, leverages technology and process for efficient transaction processing, data collection and reporting. A fully integrated CRM, Document Management, Data Aggregation, General Ledger, Portfolio Reporting, Partnership and Trust Accounting, and Payments engine, powered by risk-mitigating workflows and A.I., create a virtual family office generating daily reporting and insights not previously possible.

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.”

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
References

Available upon request.

Request References

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 List
Technology

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

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Simple solutions for complex times.