Eton Solutions vs Asset Vantage Comparison

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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.

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Asset Vantage

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

  • $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


  • 50-100


-


  • 2011


  • Owned by management
  • External investors


  • United States of America


  • Stamford, CT, USA
  • Mumbai, India
  • Pune, India
  • Singapore


  • United States of America
  • India
  • GCC – (UAE, Bahrain, Oman, KSA)
  • United Kingdom
  • Australia/New Zealand


-


  • $150-200 million

Client
Focus

  • Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies

Number

  • 390 families


  • Single-family offices


  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Accounting Firms
  • Trust Companies
  • Banks & Institutions


  • 220+ SFOs Directly
  • 25+ MFOs/CPAs (130+ Families Served)

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


  • Partnership Accounting
  • Consolidated Reporting
  • Portfolio Analytics
  • 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
  • Integration with Bill.com
  • Check Writing
  • User Permissions & Entitlements
  • Transparent Pricing


  • Bankable Assets
  • Private Equity
  • Real Estate
  • Derivatives
  • Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)
  • Venture Investments


  • GDPR
  • SOC/SOC 2


  • 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/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


  • API Integrations available


  • Yes