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™.

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

Etops

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.

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Company
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)


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  • 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)