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 Logo

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

  • $4 million
Founded

  • 2014
Ownership

  • Owned by management
  • Clients are also owners
Incorporated

  • United States of America
Locations

  • Charlotte
  • New York
  • Salt Lake City
Top 5 Markets

  • Switzerland
  • United States of America
  • United Kingdom
  • Saudi Arabia
  • Australia
Total AUM

  • $200 billion
Avg. AUM per client

  • $223 million

  • 100–500

  • $5–10 million

  • 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

  • $400 billion+

  • $1–20 billion
Client
Focus

  • Single-family offices
Serves also

  • Multi-family offices
  • Banks
  • Individual wealth owners
  • Fund managers
Number

  • 650+ UHNWIs and family offices

  • Single-family offices

  • Multi-family offices
  • Financial advisors
  • Trust companies

  • 26
Product
Main tasks

  • Accounting
  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
Top features

  • Data aggregation – our direct bank feeds captures 3x more data than other providers.
  • Data validation – we perform daily reconciliation and correct bank data errors.
  • Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
  • Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
  • Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.
Assets supported

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

  • GDPR
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
  • Application scanning
  • Network scanning
  • Encryption at-rest and in-transit
  • Data leakage prevention (DLP)
  • User level access controls
  • Annual audits by global banks
Ecosystem

  • Microsoft
Integrations

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

  • No

  • 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.