Eton Solutions vs Fincite
You are looking for alternatives to Eton Solutions. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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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SoftLedger
Category
Accounting
Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.
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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
11-50
–
2016
- Owned by management
- External investors
United States of America
–
- United States of America
- United Kingdom
- Hong Kong
- Australia
- Singapore
-
-
Client
Focus
- Single-family offices
Serves also
- Multi-family offices
- Financial advisors
- Trust companies
Number
- 390 families
Single family offices
- Multi-family offices
- Exchange platforms
- Software and technology providers
-
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
- Accounting
- Consolidated Reporting
- Data
- Institutional Investor
- Data Aggregation
- Portfolio Management
- API
- OEM software and licensing
- Ability to Whitelabel
- Full Multi-Currency Support
- Custom Reports
- Custom Development Service
- Banking Providers
- Transparency
- Proven Agility
Alternatives
-
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
-
-
- Auth0
- Plaid
- Vezgo
- Postmark
- Expensify
No
In the media
