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Multi-Family Offices

The Only Integrated, Secure WealthAI Solution You Need.

Overview

Your business was our business.

We have lived your problems, mapped the diverse needs of Multi-Family Offices, designed our platform around these needs through domain expertise, and can handle complex entity structures and transactions to make the operations of a multi-family office more effective, more efficient and scalable.

Economies of Scale With AtlasFive®

As your business expands, rest assured that our platform is equipped to accommodate the scaling demands of intricate family hierarchies and portfolio structures.

Entity Management Enabled by a Data Model Created Specifically for a Family Office

Chart an unlimited number of relationships, entities, and accounts of your multi-family office.
Synchronized management of intricate ownerships and reporting organizational hierarchies, ensuring you’re always in control.

Increased Resilience With Cloud-Native Architecture (CNA)

AtlasFive® clients benefit from the dynamic scaling of computing resources that can match varying seasonal demands such as month-end or quarter-end closings.

Cost Optimization

Achieve greater cost savings with an integrated solution and our award winning managed services for middle and back office functions.

One Integrated Platform. One Database. One Source of Truth.

Reduce IT overheads by eliminating the need to maintain separate systems for General Ledger (GL), Fund and Trust accounting, Portfolio Management, etc.
Eliminate the re-keying of data into multiple systems and inefficiencies of reconciling data across these products.

Managed Services for Middle Office and Back Office Functions at Competitive Rates

Dedicated Eton Solutions Services Team, consisting of experienced CPAs, CFAs, CAs bring competencies across the entire breadth of requirements of today’s modern Family Office.
On-demand managed services lets you choose what you need so you don’t have to worry about recruiting in-house expertise as your business scales.

Efficiency Enhancement

Standardize operational processes and apply automation to core business functions and controls to reduce costs and operating risk, as well as enabling the business to scale.

Remove Manual Data Management Efforts and Simplify Your Data Operations

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.

Realize Bill Pay Operational Efficiencies

Integration with Bill.com allows clients to use accounts at any US bank to pay bills and remit funds.
AtlasFive® interfaces with leading banks for initiating payment transactions as Wires, ACH, Account Transfers, etc. In-house and Managed Services Check Printing.
OCR processes invoice in multiple languages, local currencies and wide-varying formats.

End-to-End Private Equity Lifecycle Management

Simplify the PE lifecycle by initiating capital calls, authorizing payments, and updating capital commitment schedule on the AtlasFive® platform.
Supports 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.

Tax Reporting and Filing

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.

Streamline Investment Analytics and Manager Performance Assessment

Track investment policy statement and analyze the performance of portfolios, assessing it across various dimensions and time frames.
Evaluate and benchmark the performance of investment managers as well as their costs and fees.

Gain Total Visibility and Risk Management

Understand portfolio performance and measure decision impact by benchmarking against industry standards and custom criteria.
Update daily benchmark performance data with EtonAI™.

Overview of Total Costs and Fees

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.

Improved Decision-Making

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

Single View of All Assets Across Entities

Your Wealth Planning & Trust Specialists will have visibility of total wealth i.e., liquid and illiquid assets, entities and jurisdictions for better investment advisory.

Revolutionize Providing Information and Reporting to the Family

Access to over +50 out-of-the-box Investment, GL, Partnership, Trust, Operations and Compliance paginated reports, including Daily Performance Dashboard and Accounting Dashboard.
Analyze and compare financial reports with EtonAI™. You can also convert reports into other languages

Improved Digital Experience

Our client portal and mobile app provides a modern digital experience for your clients in a secure manner.
Use EtonAI™ for instant natural language financial queries and assistance.

Privacy, Security and Transparency

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

Secure Infrastructure and IT Security

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 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 digital audit trail.

Secure Document Hub

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

Case Studies

Multi-family Offices

Multi-family Offices

Experience Wealth Intelligence With Eton Solutions