Eton Solutions vs Addepar Comparison
You are looking for alternatives to Eton Solutions. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Eton Solutions
Category
Portfolio Management
USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.
Read moreAddepar
Category
Consolidated Reporting
Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.
Read moreCompany
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
- 800+
-
- 2009
- Owned by management
- External investors
- Key staff have ownership
- United States of America
- New York
- Salt Lake City
- Mountain View
- Edinburgh
- London
- United States of America
- Canada
- Switzerland
- Brazil
- United Kingdom
- $4 trillion
-
Client
Focus
- Single-family offices
Serves also
- Multi-family offices
- Financial advisors
- Trust companies
Number
- 390 families
- Single-family offices
- Multi-family offices
- Individual wealth owners
- Independent financial advisors
- Registered investment advisors
- Banks
- 800+
Product
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
- Data aggregation
- Portfolio management, forecasting & optimisation
- Consolidated reporting
- Ownership look-through
- Trading & rebalancing
- Data aggregation & management
- Portfolio analysis
- Consolidated and bespoke reporting
- Governance
- Client portal
-
Multi-custodial feeds
-
Look-through for complex nested ownership structures
-
Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies
- Bankable assets
- Private equity
- Real estate
- Rare collectables (luxury cars, boats, high-value jewelry)
- Cryptocurrency
- FinSA/FinIA
- Yes
Technology
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
- SaaS
- Hosted on AWS
- 2-factor authentication & single-sign-on (SSO)
- Encrypted data in transit and at rest
- SOC 2 Type 2 Certification
- Java
- CRM: Salesforce, Practifi, Salentica
- Trading & rebalancing: RedBlack, Blaze
- ALTs data management: PCR, Canoe, Strata
- Financial planning: eMoney, MoneyGuide Pro, Libretto
- Risk management: RCI, Hidden Levers, Jacobi
- General ledger: QuickBooks, Sage
- Custodial portals: Fidelity, Schwab, Pershing
- UMA/SMA: Adhesion
- Custom integrations: Addepar API Toolkit
- Yes (iOS)