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.


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How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

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


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


  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards


  • Yes

Type Of Software

  • SaaS


  • 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


  • Microsoft


  • 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
  • Advisor Peak

Mobile App

  • Yes

Type of data

  • Transaction level


  • Initiated on the Platform transactions
  • Enriched with robust contextually data and reconciled back to daily
  • Custodian and Bank transaction and position data


  • 100+

Time to new custodian

  • 3–4 months


  • Set multiple base currencies
  • Based on transaction data

Cost structure

  • Based on client complexity and size

Average cost p.a.

  • $100k – $1 million
Eton Solutions


Portfolio Management


United States of America

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Phil Ierardi

Phil Ierardi

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


  • 100–500


  • $10 million+


  • 2015


  • 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


  • United States of America


  • 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


  • Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies


  • 390 families

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

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


3–6 months


User roles and responsibilities
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
Data entry
Book keeping

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Simple solutions for complex times.