Private Wealth Systems vs Eton Solutions Comparison

You are looking for alternatives to Private Wealth Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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Private Wealth Systems

Private Wealth Systems

Category
Consolidated Reporting

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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

Eton Solutions

Category
Consolidated Reporting

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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Company
Employees

11-50

Revenue

$4M

Founded

2014

Ownership

  • Owned by management
  • External investors

Incorporated

United States

Locations

  • Charlotte
  • Darien

Top 5 Markets

  • Switzerland
  • United States of America
  • United Kingdom
  • Saudi Arabia
  • Mexico

Total AUM

-

Avg. AUM per client

$200M


100-500


$5-10m


2015


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)


United States of America


  • Chapel Hill
  • Bangalore


  • Canada
  • United States of America


$+300B


$1-20B

Client
Focus

Single family offices

Serves also

  • Multi family offices
  • Financial advisors
  • Banks
  • UHNWIs
  • Fund managers

Number

  • 2 private banks
  • 2 accounting firms
  • 2 RIAs
  • 4 MFOs
  • 30 SFOs
  • 21 UHNWIs


Single-Family Offices


  • Multi-Family Offices
  • Financial advisors


  • 12 SFOs
  • 6 MFOs
  • 1 Business Manager

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Compliance
  • Portfolio Management
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

Top features

  • Personalized attributes
  • Personalized Data Sets
  • Personalized Structures
  • Data Reconciliation
  • Performance Calculation
  • Account Aggregation
  • Custom Reporting
  • Portfolio Management
  • Partnership Accounting

Assets supported

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

Compliance

  • GDPR
  • MiFID II

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio Management
  • Data Aggregation
  • Risk Management


  • CRM
  • Document Management
  • General Ledger Data
  • Aggregation
  • Partnership and Trust Accounting
  • A/P – Payments Processing
  • Consolidated Reporting
  • Portfolio Management
  • Client Portal
  • Risk Management


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


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


Yes

Technology
Type Of Software

  • SaaS
  • Serviced Software

Security

  • Multi-Factor Authentication
  • Monthly scanning of code base to ensure no backdoor entry
  • Continuous network scanning for intrusion detection/prevention
  • Data Leakage Prevention for internal users
  • Attack/Penetration testing on an on-going basis by several private banks

Ecosystem

Microsoft

Integrations

API that can connect with any third party system including CRM, bill pay

Mobile App

Yes


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


Yes

Simple solutions for complex times.