Eton Solutions vs Asset Vantage Comparison

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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

  • $5–10 million
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

  • $400 billion+
Avg. AUM per client

  • $1–20 billion

  • 50-100

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  • 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

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  • $125 million+
Client
Focus

  • Single-family offices
Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies
Number

  • 26

  • Single-family offices

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Accounting firms
  • Trust companies
  • Banks & institutions

  • 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

  •  Consolidated view across all liquid and illiquid asset classes & entity structures
  • Multi-period performance & benchmarking
  • Partnership accounting and entity look-through
  • Global listed equities & fixed income traded asset pricing
  • Integrated general ledger
  • Consolidating & multi-period balance sheet & trial balance
  • Consolidating & multi-period income statement
  • Capital flow reporting
  • Fully configurable & exportable widget dashboard across performance reporting
  • Custodian transactions sync & reconciliation
  • Document vault
  • Check Writing
  • User permissions & entitlements
  • Transparent pricing

  • 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

  • Integrations will be applicable from 2022

  • Yes
Simple solutions for complex times.