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Single Family Offices

The Only Integrated, Secure WealthAI Solution You Need.
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Overview

We understand the unique needs of single family offices (SFOs). Family offices are faced with providing a wide range of services with a limited number of staff.

You are responsible for numerous multiple entities across various jurisdictions. You need to provide investment reporting, track alternative investments, provide tax preparation, manage cash flow, pay bill and the list goes on.

Without a unified platform designed specifically for the needs of family office, you are required to integrated multiple systems, reconcile this data across silos or you have systems that do not talk to each other. Your financial accounting is unaware of what is going on with your investment system and you end up tracking beneficial interest and creating reports in Excel.

Seamless Experience

Our platform, AtlasFive®, streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products.
  • Seamlessly integrates core functions, from Client Onboarding, Entity Management, Portfolio Management, Risk Management, General Ledger AtlasFive® seamlessly integrates core functions, from Client Onboarding, Entity Management, Portfolio Management, Risk Management, General Ledger (GL), Fund and Trust Accounting, Bill Payment, Loan Management and Client Reports, eliminating the re-keying of data into multiple systems and the inefficiencies of reconciling data across these products.
  • Comprehensive map of family’s ownership structures across dimensions such as funds, trusts etc., giving you the ability to set up complex vehicles and augment your in-depth legal advice to family clients.
  • Our client portal and mobile app provides a modern digital experience for your family members in a secure manner. Our client portal and mobile app provides a modern digital experience for your family members in a secure manner.
  • Use EtonAI™ for instant natural language financial queries and assistance.

Improved Decision-Making

Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions.

  • Your Wealth Planning & Trust Specialists will have visibility of total wealth i.e., liquid and illiquid assets, entities and jurisdictions for better investment advisory.
  • Access to over +50 out-of-the-box Investment, GL, Partnership, Trust, Operations and Compliance reports, including Daily Performance Dashboard and Accounting Dashboard.
  • Analyze and compare financial reports with EtonAI™. You can also convert reports into other languages.

Efficiency Enhancement

Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks.

  • Our Account level aggregation allows family offices to consolidate financial data from multiple sources and institutions. This means that all financial activity is gathered in one place, providing a comprehensive view of financial transactions.
  • Daily automated processing and aggregation of data from multiple banks, custodians and financial institutions with an AI based Business Rule Engine.
  • Automated AI-driven transaction analysis to detect and fix anomalies and inconsistencies results in clean data for downstream reporting.
  • Simplify the PE lifecycle by initiating capital calls, authorizing payments, and updating capital commitment schedule on the AtlasFive® platform.
  • Supports OCR/extraction of data from Capital Call Notices, Distribution Notices, Manager Statements, etc., creating workflows for transaction processing and mark-to-market.
  • Visualize historical and projected private equity cash flows for ensuring liquidity for upcoming capital calls.
  • Centralized repository for all tax-related data, including income, deductions, credits, and more. This ensures that all necessary tax information is readily available in one place.
  • Family offices can generate customizable tax reports, which provide a clear overview of tax liabilities, deductions, and credits. This aids in tax planning and filing accuracy.

Data-Driven Strategy

We convert data into intelligent insights, providing actionable guidance to optimize your strategic planning.
  • Understand portfolio performance and measure decision impact by benchmarking against industry standards and custom criteria.
  • Transaction are automatically classified to different types of expenses, such as bank fees, management fees, operational costs, and more. This level of detail ensures that nothing is overlooked and offers insights into which areas incur the highest costs.

Future-Proof Your Business

Built on the secure infrastructure of Microsoft Azure, ensures unparalleled security and accessibility for clients worldwide.

  • AtlasFive® clients benefit from the dynamic scaling of computing resources that can match varying seasonal demands. This enables them to match varying seasonal demands and easily handle more resource intense periods such as month-end or quarter-end closings, which typically demand more resources than standard daily processes.
  • AtlasFive’s® operational infrastructure is inherently flexible so that you can adapt it to work for your office. Whether you need complete managed services provided entirely by our experts, a standalone system that you manage and operate yourself, or something in between, we’ll work together to structure a secure solution that optimizes your workflow processes.
  • EtonAI™ streamlines tasks like invoice processing, manager statements, and month-end closings, while also facilitating the in-house creation of advisory documents such as partnership agreements and estate plans. Additionally, it enhances accuracy by automating evaluation checklists for grant proposals and fund prospectuses.

Privacy, Security and Transparency

When you choose our family office solution, you get more than a family office application. You get peace of mind.

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 for your family’s needs.

  • Flexible Operational Infrastructure
  • Microsoft Azure Cloud Native Architecture (CNA)
  • Disaster Recovery and Business Continuity
  • Pro-active 24×7 Monitoring
  • Trusted 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
  • Manage dynamic permissions for document types, workflow activities, data set-up, transaction approvals, and view all activities through digital audit trail.
  • Share private documents with third-party vendors and partners on a single platform.

Case Studies

Managing Family Office Complexity with AtlasFive®

For modern family offices, complexity is the name of the game. Because they manage an intricate web of legal entities, ownership structures, and interrelationships, family offices have numerous responsibilities and reporting requirements that span various arrangements.

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Streamlining Family Office Accounting with AtlasFive®

Family office accounting is often a time-consuming process that involves reconciling data across multiple platforms and spreadsheets. Most times, reporting cannot even be completed until weeks after a period closes — and that data is often error-prone, to boot. The entire process is complicated and inefficient, and its meaningfulness to clients is often impacted by its inaccuracies or delays.

Read More

Experience Wealth Intelligence With Eton Solutions

Case Study
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Book a Demo
Get in Touch
Book a Demo