Eton Solutions vs Etops
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Eton Solutions
Category
Fully Integrated Platform
Eton Solution's platform AtlasFive® is a fully integrated secure cloud native AI-driven platform. It acts as one source of truth utilising the same transaction-level data for Investment, Accounting, and Partnership Book of Records. In 2024, Eton rolled out the world’s first Generative AI application for the Family Office Industry - EtonGPT™.
Read moreEtops
Category
Consolidated Reporting
Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.
Read moreCompany
Employees
- 400+
Founded
- 2015
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
- Navis Capital Partners
Incorporated
- United States of America
Locations
- Chapel Hill, North Carolina
- Bangalore, India
- Singapore
- Dubai
Top 5 Markets
- United States of America
- Switzerland
- India
- Singapore
- Hong Kong
Total AUM
- $936 billion
Avg. AUM per client
- $100 Million – $80 Billion
- 50-100
-
- 2010
- Owned by management
- External investors
- Switzerland
- Altendorf
- Zurich
- Bratislava
- Lviv
- Germany
- Liechtenstein
- Luxembourg
- Switzerland
- France
- $68 billion
-
Client
Focus
- Single-family offices
- Multi-family offices
- Wealth Owners
- Registered Investment Advisors
Serves also
- Business Managers
- Trust Companies
- Financial Institutions
- Big 4 Accounting & Professional Services Firms
- Single-family offices
- Individual wealth owners,
- Multi-family offices
- Independent advisors
- Fund managers
- Banks
- 70+
Product
Main tasks
- Cybersecurity and Privacy
- Cloud Native
- Artificial Intelligence
- Business Continuity and Disaster Recovery
- Entity and Relationship Management
- Security Master Management
- Workflows and Audit Trails
- Data Integration and Aggregation
- Virtual Office
- Integrated Transaction Processing
- Integrated Document Management
- Integrated General Ledger Accounting
- Integrated Trust Accounting
- Integrated Partnership/Fund Accounting
- Integrated Portfolio Management and Performance Reporting
- Integrated Cash Management
- Integrated Tax Ledger
- Integrated Private Loan Module
- Client Reporting, including Multi-Currency
Top features
- Cybersecurity and Privacy
- Azure Cloud Native Single Tenanted Architecture
- Local Data Residency with In-Country Hosting
- Proactive 24 x 7 Monitoring, including AI-driven Threat Intelligence
- Integrated Single Sign-On (SSO), Multi-Factor Authentication (MFA) and Customer Supplied Encryption Keys
Artificial Intelligence
- EtonGPT™ – Generative AI Assistant
- Patent Pending Contextual OCR Technology for automated document processing
- Patent Pending Dynamic Visualization
Entity and Relationship Management
- Supports all types of entities such as Individuals, LLCs, Partnerships, Trusts, Foundations, Operating Companies, etc.
- Customizable Chart of Accounts
- Related Parties Tracking
Data Integration
- Automated data feed processing and aggregation
- Mechanisms supported SFTP, APIs and Bulk Upload
- Historical Data Migration
Document Management
- Stores 250+ document type with role-based access control
- Automated indexing, classification, and tagging of documents
- Semantic Search with EtonGPT
General Ledger Accounting
- Automated Journal Entries
- Financial Statements, including Financial Statement Groupings
- Omnibus Accounting
Trust Accounting
- Structured repository for Beneficiaries, Grantors, and Trustees
- Trust Income Distribution Calculation and Execution
- Annual Account Reviews in accordance with Regulation 9 (Reg 9)
Partnership/Fund Accounting
- Capital Call, Capital Distribution and Manager Statement Processing
- Income and Distribution Calculation and Distribution (Pro Rata to Waterfall Method)
- Capital Commitment Grid
Portfolio Management and Performance Reporting
- Multi-Asset Class Security Master, including custom fields
- Investment Objectives and Benchmarks
- Total net worth performance, including Look Thru and Roll up reporting
Cash Management
- Payment methods supported (Check Printing, ACH, Domestic Wires, International Wires, Account Transfers, Check Positive Pay)
- BILL Integration
- Fee Billing
Tax Ledger
- Automated Tax Classification, customizable to local jurisdiction
- Canadian Average Tax
- 1099 Preparation
Operations
- Reconciliation, including Exception Management and Period Close
- Cash Flow Forecast
- Trade Capture
Client Reporting
- Digital Channels – iPad, Mobile App, Client Portal, including secure messaging
- Power BI Dashboards, including Paginated Reports
- APIs and Excel Plugins
Assets supported
- All asset classes are supported on the platform with over 30+ attributes, including custom fields
- Liquid investments (Equities, Bonds/Fixed Income, Cash, T-Bills, ETFs, etc.)
- Illiquid investments (Hedge Funds, Fund of Funds, Private Equity, Real Estate, Insurance, etc.)
- Personal Assets (Cars, Private Jet, Yacht, Residences, Jewelry, Art, etc.)
Compliance
- Industry Certifications: SOC2, ISO27001, ISO27701
- Adheres to GDPR, OSPAR, NY DFS, CSA STAR, FED RAMP and CCPA standards
Whitelabel
- Yes (Tenant Portal, Client Portal, Mobile App, iPad, Paginated Reports)
- Consolidated Reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (orders only)
- Data aggregation
- Risk management
- Impact/ESG reporting
- Consolidated reporting
- Regulatory compliance
- Comprehensive portfolio analytics
- Risk management
- Private equity & non-bankable reporting
- Sustainability analytics & ESG reporting
- Interactive dashboards
- Attractive mobile apps
- Workflow management
- Ecosystem with intelligent marketplace
- Compliance (MiFID II, GDPR, UCITS, AIFMD)
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
-
- Yes
Technology
Type Of Software
- SaaS
Security
- Microsoft Azure Cloud Native Architecture (CNA)
- Fort Knox Cyber Security
- Customer supplied encryption keys (CSEK)
- Disaster Recovery and Business Continuity
- Pro-active 24×7 Monitoring of client data
- Trusted Security and Computing Infrastructure
- Integrated Single Sign-On (SSO) and Multi-Factor Authentication
- (MFA)
- Inheritable Maturity – SOC2, ISO27001 and ISO27701 Certified
- AI-Driven Threat Intelligence
- Fine Granular Access with Entity Level Visibility
- Local Data Residency with In-Country Hosting
Ecosystem
- Microsoft Azure
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
- Bill.com
- Advisor Peak
- AtlasFive APIs
Mobile App
- Yes
- Serviced software
- SAAS
- Fully standalone
- Encryption
- Hosting in secure IT centers
- Access control
- 2-factor-authentication
- Anonymization
- User rights management
- Microsoft
-
- Yes (iOS & Android)