FA Solutions vs Eton Solutions Comparison

You are looking for alternatives to FA Solutions. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Go back to FA Solutions
FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.

Read more
Eton Logo

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.

Read more
Company
History

The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.

About the owners and the team

The company is led by Juha Lehtonen, Founder & CEO.


  • 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

  • Canada
  • United States of America
  • New Zeland
  • Switzerland

  • $450 billion

  • $1–20 billion
Client

  • Single-family offices

  • Multi-family offices
  • Financial advisors
  • Trust companies

  • 390 families
Product

  • 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

  • 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

  • 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
Technology

  • 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
  • Bill.com
  • Advisor Peak

  • Yes
Simple solutions for complex times.