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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.

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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