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Business Managers

The Only Integrated, Secure WealthAI Solution You Need.
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Overview

With Eton Solutions, business managers can offer entertainers and athletes a bespoke and robust range of services.

  • Integrated Bill Payment Processes
  • Investment Data Aggregation
  • Tax Preparation
  • Financial Accounting

Incorporating Eton Solutions’ scalable services into your business management offerings eliminates the problem of manually integrating disparate systems. It also improves transparency, decreases risk, and enables business managers to provide more services to more clients – without increasing costs.

Seamless Experience

Streamline your client bill payment process with our integrated business manager platform.

Integrated Cash Management and Open Banking

  • Integration with BILL and multiple banks.
  • Over $65B in bill payments processed.
  • Robust approval workflow.

Improved Decision-Making

Our unified platform includes bill pay, client accounting, investment data integration and more.

Key Functions Fully Integrated

  • Seamless integration between your custodian of choice and general ledger accounting system eliminates reconciliation between systems reducing risk and adding scale.

Digital Client Experience

Delight your clients with seamless digital experience.

Improved Customer Experience

  • Client portal and mobile app provide a modern digital experience for your clients allowing them to approve bills on the go, share document securely and look up important financial information.

Custom Reporting

Better Information Delivery

  • Over 50 Standard reports.
    Integrated Business
  • Intelligence tools.
  • Private Labelling.

Professional Services

Delight your clients with seamless digital experience.

Augment your Staff

  • We can provide many back office operations functions in a cost effective manner allowing your team to focus more on your clients.

Privacy, Security and Transparency

Secure Infrastructure and IT Security

We offer you a best-in-class solution that gives you full Control over your data, is managed according to the highest Security standards, and ensures the maximum level of Privacy.

  • Flexible Operational Infrastructure
  • Microsoft Azure Cloud Native Architecture (CNA)
  • Disaster Recovery and Business Continuity
  • Pro-active 24×7 MonitoringTrusted Security and Computing Infrastructure
  • Integrated Single Sign-On (SSO) and Multi-Factor Authentication
    (MFA)
  • Inheritable Maturity: ISO42001 (Artificial Intelligence Management Systems), ISO27001 (Security), ISO27701 (Privacy) SOC1 and SOC2 certified
  • AI-Driven Threat Intelligence
  • Fine Granular Access with Entity Level Visibility
  • Local Data Residency with In-Country Hosting

User Permissions and Digital Audit Trails

  • Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through a digital audit trail.

Secure Document Hub

  • Share private documents with third-party vendors and partners on a single platform.

Experience Wealth Intelligence with Eton Solutions

Case Study
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