Eton Solutions

Eton Solutions is an award-winning cloud-based ERP software product (AtlasFive® and EtonAI™) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally.

Eton Solutions’ AI-driven cloud-native platform, AtlasFive®, is a fully integrated platform which seamlessly integrates core wealth management functions, from Data Aggregation, Entity Management, Portfolio Management, Performance Reporting, Risk Management, General Ledger (GL), Fund and Trust Accounting, Bill Payment, Transaction Processing, Tax Ledger, Private Loan Management and Client Reporting, eliminating the re-keying of data into multiple systems and the inefficiencies of reconciling data across these products.

Eton Solutions also offers EtonAlpha™, backed by managed services, to economically address wealth owners with lower AuMs. The Global Technology Center collaborates with clients to manage middle and back-office operations, offering comprehensive services including data aggregation, fund administration, accounting, transaction processing, and compliance support

Eton Solutions has developed EtonAI™ application (previously EtonGPT™), already in use by clients to automate operational workflows and augment decision-making across wealth management. Embedded within the AtlasFive® platform—or available as a standalone solution—EtonAI™ enables natural language interactions, automates document and transaction processing, and delivers contextual insights through its patent-pending Knowledge Graph. Purpose-built for investment, accounting, and reporting workflows, it drives accuracy, efficiency, and productivity while adhering to the highest standards of security, privacy, and responsible AI. EtonAI™ is ISO42001 certified.

Eton Solutions is based in the United States, in Research Triangle Park, NC, with its international headquarters in Singapore, focused on serving markets outside of the Americas. Created by family office leaders, Eton Solutions’ AtlasFive® manages over US$1.3 trillion on the integrated platform that holistically aggregates and manages all liquid and alternative investment assets and the office’s data, reporting and workflow processes. With one source of truth, Eton Solutions leads wealth management into the future by maximizing efficiency and minimizing errors and risk.