Eton Solutions vs Asset Vantage Comparison

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Eton, family office software, portfolio management software, consolidated reporting software

Eton Solutions

Category
Consolidated Reporting

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.

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Asset Vantage, family office software, portfolio management software, consolidated reporting software

Asset Vantage

Category
Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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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


50-100


-


2011


  • Owned by management
  • External investors


United States of America


  • Stamford
  • Mumbai
  • Pune


  • United States of America
  • India
  • United Arab Emirates
  • Saudi Arabia
  • Australia / New Zealand


-


100M$

Client
Focus

Single-Family Offices

Serves also

  • Multi-Family Offices
  • Financial advisors

Number

  • 12 SFOs
  • 6 MFOs
  • 1 Business Manager


Single-Family Offices


  • Individual Wealth Owners
  • Multi family offices
  • Financial advisors
  • Accounting Firms


  • 200+ SFOs
  • 10 MFOs
  • 10 CPAs

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


  • Accounting
  • Consolidated Reporting
  • Portfolio Management
  • Data Aggregation
  • Document Management


  • Wealth Register
  • Period performance & benchmarking
  • Partnership look-through
  • Private Equity Global traded asset pricing
  • General Ledger Balance Sheet
  • Income Statement
  • Trial Balance
  • Custodian transactions sync & reconciliation
  • Document Vault
  • Check Writing


  • Bankable assets
  • Private equity
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Derivatives


GDPR


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

Mobile App

Yes


  • SAAS
  • Serviced Software


  • TLS (HTTPS) end to end
  • Unique client URLs tied to a VPN
  • Encryption for data at rest
  • Partners for VAPT
  • Unique Database and URL


Linux


Will be applicable from 2021


Yes

Simple solutions for complex times.