At the core is AtlasFive®, unifying every aspect of complex wealth into a single, seamless environment, while EtonAI™ supercharges decision-making with intelligent document processing, portfolio analysis, and personalized investment strategies.
Imagine instant portfolio clarity, real-time cross-border management, and actionable insights woven directly into your strategy. With enterprise-grade security, Bring Your Own Key encryption, and ISO 42001 certification, Eton ensures your data is not only protected but handled with ethical, transparent AI. The result: a transformative journey that simplifies complexity, empowers confident choices, and unlocks the future of Wealth Intelligence.
Activos gestionados en la plataforma
Entidades
Activos líquidos e ilíquidos agregados en la plataforma
Families on Platform
Transactions Processed Annually
Across 3,320+ Funds on Platform
EtonAxis™ – Advanced platform designed specifically for institutional investors and fund managers to optimise deal flow and portfolio management.
EtonAxis™ – Advanced platform designed specifically for institutional investors and fund managers to optimise deal flow and portfolio management.
AtlasFive® and EtonAI™ - Built by a Family Office for Family Offices, empowering financial advisors with comprehensive tools and AI-driven insights.
AtlasFive® and EtonAI™ - Built by a Family Office for Family Offices, empowering financial advisors with comprehensive tools and AI-driven insights.
AtlasFive® – Trusted platform to serve clients with tailored investment solutions and optimised workflows.
AtlasFive® – Trusted platform to serve clients with tailored investment solutions and optimised workflows.
AtlasFive® – Streamlined management tools to oversee operations, compliance, and client engagement efficiently.
AtlasFive® – Streamlined management tools to oversee operations, compliance, and client engagement efficiently.
EtonAlpha™ – Exclusive solutions to manage and grow wealth with personalised strategies and sophisticated analytics.
EtonAlpha™ – Exclusive solutions to manage and grow wealth with personalised strategies and sophisticated analytics.
Move beyond reporting into real-time intelligence — delivering insights that turn complexity into clarity.
Seamlessly manage cross-border operations, portfolios, documents, and entities in one unified system.
Automate the repetitive. From onboarding and reconciliations to bill pay and tax prep, EtonAI™ executes across 250+ document and workflow types.
Access real-time data and analysis that empowers CIOs, COOs, and Principals with a single source of truth.
Bring Your Own Key encryption and ISO 42001 Certification ensure your AI is private, ethical, and compliant.
Replace manual processes with intelligent automation — freeing your team to focus on strategy, not admin processes.
Retrieving, downloading, and archiving investor documents from multiple portals
Minutes per statement
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
Minutes per transaction
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
Hours per portfolio
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
Minutes per document
Extracting line items from statements and mapping them to expense categories and general ledger accounts
Minutes per statement
Retrieving, downloading, and archiving investor documents from multiple portals
With Eton Solutions Platform
Min
Other
Platforms
Minutes per statement
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
Min
Other
Platforms
Minutes per transaction
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
With Eton Solutions Platform
Min
Other
Platforms
Hours per portfolio
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
Min
Other
Platforms
Minsutes per document
Extracting line items from statements and mapping them to expense categories and general ledger accounts
With Eton Solutions Platform
Min
Other
Platforms
Minutes per statement
Managing Director of Prime Securities Ltd.
La asociación de Eton con Asas establece un nuevo estándar de referencia para los servicios de family office en el Golfo. Un modelo de gobierno disciplinado es esencial para la transición del legado de una familia hacia un futuro resistente y sostenible. Asas, que tiene sus raíces en una family office, aporta una visión profunda de las necesidades únicas de las familias que buscan estructurar, consolidar y gestionar el patrimonio generacional. Al integrar la plataforma de confianza global de Eton, ahora somos capaces de racionalizar el patrimonio familiar con una precisión y transparencia sin precedentes, situando la tecnología inteligente en el centro de las relaciones con nuestros clientes. Juntos, no sólo estamos gestionando el patrimonio, sino que estamos diseñando un futuro más inteligente y seguro para las familias con más logros del Golfo."
CEO of Asas Capital
Adopting EtonAI™ and creatively incorporating it into our process has proven highly successful. We began by utilizing EtonAI™ to read PDF documents, extract the data and leverage the information. By prioritizing high-touch, low-risk tasks, we have established a solid baseline of experience and trust in both the process of implementing AI workflows and the resulting data. This approach has positioned us well to further expand our use cases and continue leveraging AI to optimize our day to day tasks.
Director of Operations of Shade Tree Advisors
La IA está cambiando la forma en que hacemos todo en la Todd Family Office, y nuestra asociación con Eton Solutions ha sido beneficiosa. Nos hemos enfrentado a retos a la hora de solucionar las alucinaciones de la IA y nos preocupa el posible mal uso de estas maravillas tecnológicas. Estamos trabajando con Eton Solutions para ser pioneros en un marco de IA responsable que aproveche todo el poder de la IA con transparencia, ética y confianza en su núcleo. Juntos, estamos estableciendo el estándar para el futuro de la IA para las family offices."
Director Ejecutivo de Todd Family Office
For years, I relied on spreadsheets and fragmented reports to understand my wealth. EtonAlpha™ changed that completely. I now have a single, transparent view across all my entities and investments. It gives me clarity, confidence, and peace of mind — which, at this stage of life, is invaluable.
Managing Director & Owner, Vegpro Kenya Limited
Every month, I spent an entire week aggregating data from investment managers, banks, and broker statements. This was tedious work and limited the amount of time I spent on critical analysis and decision-making. Having Eton Alpha handle the reconciliation and aggregation work has been a gamechanger and allows me to focus on investment performance. Additionally, the ETON solution has given me back a week, each month, to enjoy life!
EtonAlpha™ Client
The Eton team have provided me a consolidated view of all my financial data, across multiple banks, managers and investments. This has given me significant relief from tracking and managing things through multiple different sources. It not only provides me a single-point window to all the information needed for decision-making, but also significant peace of mind and the ability to plan and structure future investments better, with greater financial optimization and succession planning.
Physician, Entrepreneur and Founder of KidzCare Pediatrics
As we strengthen our Fund Administration capabilities across India, Singapore, and the Middle East, we sought a technology partner aligned with our growth ambitions. EtonAxis™ enables us to respond faster, improve accuracy, and support our clients more effectively. A meaningful step toward the standard of service we aim to deliver.
CEO of Pierian Next
