Eton Solutions vs Northern Trust Family Office Technology

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Eton Solutions

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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Northern Trust Family Office Technology

Consolidated Reporting

Northern Trust is a global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families or their family offices.

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  • 100–500


  • $10 million+


  • 2015


  • 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


  • United States of America


  • 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

100-500 (in GFO’s division)

$6.1 billion ($286.3 million – GFO’s trust fees)

  • 1889


  • United States of America

  • Chicago
  • London
  • Guernsey
  • Luxembourg
  • Abu Dhabi


  • $114 billion (Northern Trust’s GFO)

$900 million  (median $350 million)


  • Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies


  • 390 families

  • Single-family offices

  • Individual wealth owners

  • Approx. 500 GFO clients

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


  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards


  • Yes

  • Consolidated reporting
  • Portfolio management
  • Accounting
  • Governance
  • Compliance
  • Trading
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

  • Holistic, aggregated single source of data
  • Automated cash & trade transaction tools
  • Comprehensive user report library
  • Ad-hoc custom reporting
  • Easily-accessible mobile platform
  • Dedicated client service team
  • Integrated partnership accounting & general ledger
  • Security & integrity of your data

  • All marketable and non-marketable assets
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

  • MiFID II
  • GDPR

  • Yes

Type Of Software

  • SaaS


  • 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


  • Microsoft


  • 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
  • Advisor Peak

Mobile App

  • Yes

  • Serviced software

  • Multi-factor authentication
  • Anti-fraud programs & IT security team
  • Three-tiered network architecture with redundant firewalls and DMZ layer
  • Network intrusion detections systems.
  • Regular network- and application-level penetration tests
  • Anti-virus practices at network, app and database levels
  • Several limits to employees’ ability to see and manage client data
  • Dedicated fraud prevention and investigations unit

  • Linux
  • Java

  • We interact with a variety of external vended software and send data (once authorized by the client) daily. Existing connectivity can be confirmed on request.

  • Yes