Eton Solutions vs SoftLedger

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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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Portfolio Management

SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.

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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

  • 11-50

  • <$50 million

  • 2019

  • Owned by management
  • External investors

  • Denmark

  • Copenhagen

  • Denmark
  • Sweden
  • Norway
  • Belgium
  • Netherlands

  • 15 billion


  • Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies


  • 390 families

Multi-family offices

  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Banks

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

  • Advisors
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Risk Management
  • Technology provider
  • Non-bankable assets
  • Reporting, data entry
  • Offering backend data (i.e., reconciliation corporate action fixing)

  • Full suite of performance metrics
  • Consolidated performance reporting
  • Firmwide analytics
  • Near real-time valuation
  • API gateway to 3rd party services
  • Intelligent benchmarking
  • Data aggregation
  • Ability to Whitelabel
  • Mobile App
  • Banking Providers
  • Full Multi-Currency Support

  • Bankable or Financial Assets & Funds
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Private Equity & Direct Investments
  • Alternative investments



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

  • SAAS
  • Fully standalone
  • Serviced software

Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.

  • Yes

Simple solutions for complex times.