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EtonAI™

Boost Productivity by Up to 10x With Intelligent Automation.

EtonAI™ Introduction

EtonAI™ is a next-generation AI platform purpose-built for the operational complexity of wealth management.

Powered by autonomous agents, it supports 400+ use cases across document processing, investment reporting, accounting, due diligence, reconciliation, tax workflows, and more—augmenting your staff and delivering value across every workflow.

A proven AI leader in the WealthAI and wealth management space, Eton Solutions has delivered advanced AI solutions since 2020—beginning with expert systems and machine learning for data processing and intelligent workflow routing. In 2023, we advanced these capabilities by integrating large language models (LLMs), running a successful beta program with select clients before a full-scale launch in 2024. Available as a seamless extension of AtlasFive® or as a standalone platform, EtonAI™ drives up to 90% improvements in speed, accuracy, and efficiency across core wealth management processes.

Six Foundational Building Blocks of EtonAI™

EtonAI™ is a next generation artificial intelligence system to work smarter and faster by automating routine tasks and augmenting staff with intelligent assistance. From processing complex documents to answering questions in natural language, EtonAI™ transforms how teams access and act on information. Whether embedded in AtlasFive® workflows or used on its own, it automates repetitive middle and back-office operations with a high accuracy—all within a secure environment.

01

Future-Ready, Scalable, and Secure Cloud Technology

EtonAI™ runs on a private, cloud-native instance with a single-tenant architecture—ensuring each client operates in an isolated, secure environment with no shared data. This structure guarantees maximum privacy, security and control.

We don’t just meet industry standards — we exceed them. With certifications such as ISO 42001 for AI Management Systems, ISO 27001 & 27701 for information security and privacy, SOC 1 Type 2 (internal controls over financial reporting), and SOC 2 Type 2 (Trust Services Criteria covering security), we demonstrate a deep commitment to Responsible AI and comprehensive data governance.

02

World Knowledge: Making Data AI-Ready

Unlike traditional AI systems, which require extensive retraining to handle new or unseen data, EtonAI™ is built to adapt and provide real-time insights from day one. We are the only ones in the space offering a solution that combines:

Pre-Trained Large Language Models
Live Web Data Integration
Your Private Data Securely Stored in AtlasFive®

This unique approach ensures EtonAI™ is ready to process a broad spectrum of data and over 250 document types from the outset. By automatically detecting anomalies and outliers, our models help users swiftly resolve complex tasks—freeing staff to focus on higher-value, strategic activities.

03

Best-in-Class AI Ecosystem: LLMs, RAG, Knowledge Graph and Vector Database

At the heart of EtonAI™ is a hybrid AI model architecture, combining the best of multiple technologies:

Enterprise-grade Large Language Models (LLMs) deliver deep understanding of documents and user prompts while ensuring your private data is not shared with external systems, vendors, or third-party services.
Retrieval-Augmented Generation (RAG) fetches context from private systems (like AtlasFive®) or the web, ensuring current and relevant responses.
Our patent-pending Knowledge Graph connects entities, taxonomies, and relationships to enable In-Context Learning for document understanding, analytics, and AI reasoning.
Vector Database enables powerful semantic search across documents in AtlasFive®, helping your teams quickly find relevant insights, reduce manual review time, and make faster, data-driven decisions across the organization.

Together, these components allow EtonAI™ to go far beyond simple extraction—offering contextual awareness and intelligent inference.

04

AI Agents for Automation and Decision-Making

EtonAI™ leverages a powerful system of autonomous agents (Eton AIgency™) to automate and orchestrate workflows across middle and back-office operations.

These agents work together to handle tasks such as:

Automated document retrieval from custodial and investor portals. Eton AIgency™ handles complex MFA logins.
Extract and classify data from over 250+ document types
Map extracted data from documents to downstream systems to automate workflows such as document tagging, transaction processing, bill pay, mark to market, journal entry entries, tax working papers and period close reconciliation.
Generating insights and summaries from aggregated content – GP Investor Tear Sheets, PE Due Diligence Questionnaires, LP Audit Confirmation and Investment Portfolio and General Ledger Analysis.

05

AI-Augmented Staff

EtonAI™ integrates seamlessly with AtlasFive®, Power BI, WhatsApp, and Microsoft Outlook, bringing AI intelligence directly into the tools your teams already use.

By automating repetitive tasks like document management, generating real-time reports on demand, and more, EtonAI™ frees up your staff to focus on higher-value, strategic work. The result: a more efficient, empowered workforce and a dramatically more productive staff.

06

Responsible AI

At Eton Solutions, we are committed to the principles of Responsible AI, ensuring that our AI systems deliver clear and transparent reasoning for all AI-driven processes and data handling. We have achieved ISO 42001 certification for Artificial Intelligence Management Systems, becoming one of the few wealth management platforms worldwide to attain this distinction. In addition, we hold SOC 1 Type 2 and SOC 2 Type 2 certifications, alongside ISO 27001 and ISO 27701, reinforcing our robust framework for information security and privacy.

Meet the Autonomous Agents Powering EtonAI™

Supercharge your decision-making with intelligent agents that learn, reason, and act—so your team can focus on what matters.

EtonAI™ — AI Expert in Your Own Secure Environment

Transformation

Language Translation. Text-to-Graph Conversion. Speech-to-Text.

EtonAI™ multi-modal capabilities enable conversion of pdf reports into other languages for wealth owner personalization, transforming textual financial data into visual charts and creating visualization of your family tree using our patent pending dynamic visualization technology. It also supports masking or redacting sensitive information in reports.

Inferencing

Analyze investments and behavior trends.

EtonAI™ seamlessly integrates with AtlasFive® investment and accounting functions so you can ask questions on your private data in your own natural language. Integration with Power BI AutoML tools enable dynamic interrogation and decomposition of reporting dashboards.

Generation

Generation entails producing documents or content.

EtonAI™ seamlessly integrates with AtlasFive® investment and accounting functions so you can ask questions on your private data in your own natural language. Integration with Power BI AutoML tools enable dynamic.

Summarization

Summarization of multiple lengthy documents into a brief.

EtonAI™ automates indexing, tagging and upload of documents securely into your AtlasFive® private instance. Elastic Search makes documents searchable within seconds of being indexed. With EtonAI™, you can summarize the documents in into a brief.

Extraction

Unstructured data to structured and instantly display in aggregated portfolio.

Automated ingestion, extraction, and classification of data from over 250 types of documents related to Alternative Investments, Invoices, Bank Statements, Tax Forms, and Contracts & Agreements including real-time market data, with our patent pending Contextual OCR technology. EtonAI™ integrates with AtlasFive® CRM Knowledge Graph, offering a dynamic, interconnected view of related entities and accounts.

This facilitates automation of downstream processes like transaction processing, journal entry creation, bill pay, and market value delta calculation. The inclusion of a Vector Database enhances EtonAI’s analytical capabilities, enabling efficient tokenization and retrieval of documents, streamlining the management of structured and unstructured data.

Not a Point Solution, EtonAI™ Is a Platform — Backed by Industry-Leading Accreditations, Patents and Proven Results

Point solutions handle isolated tasks, Unlike point solutions that address a single workflow, but true digital transformation requires an intelligent platform. Many so-called “AI” solutions in wealth management are simply GPT wrappers—generic interfaces with limited capabilities that do little more than surface answers from a language model. EtonAI™ stands apart as a purpose-built, patented, and secure platform, engineered specifically for the real operational complexity of wealth management and investment firms.

Our technology goes well beyond large language models. EtonAI™ combines autonomous agents, advanced machine learning, expert system rule engines, a vector database, a patent-pending knowledge graph, contextual OCR, and a dynamic visualization engine. These specialized components power EtonAI™ to automate entire workflows end-to-end—delivering insights and results no generic GPT solution can match.

Industry-Leading Accreditations

Eton Solutions is also one of the first companies in wealth management globally to earn the prestigious ISO 42001 (Artificial Intelligence) certification for Artificial Intelligence Management Systems (AIMS). In addition, we are accredited for ISO 27001 (Information Security), ISO 27701 (Privacy), and SOC 1 Type II & SOC 2 Type II (System and Organization Controls). These global standards recognize our commitment to confidentiality, integrity, availability, and Responsible AI principles for all client, supplier, and internal data across EtonAI™ and the AtlasFive® platform.

Patents

Eton Solutions continues to push the boundaries of artificial intelligence application in wealth management, with several strategic innovations currently under patent review. These advancements enable real-time creation of financial visualizations, data enrichment and pre-processing techniques for improved OCR Interpretation by Large Language Models (LLMs) and intelligent context-aware reasoning through a proprietary CRM Knowledge Graph — reinforcing our commitment to elevating how complex wealth management operations are managed and delivered.

Proven by Results

EtonAI™ empowers wealth managers and advisors with over 1,000 use cases—each
delivering tangible efficiency gains, automation, and business value.

Below are some of the most impactful ways our clients leverage EtonAI™.

Portal Document Extraction

EtonAI™ Web Agent securely log in to custodian, fund manager, and banking portals to retrieve statements and documents—automating 100% of routine retrieval tasks.

Document Tagging and Data Aggregation

Auto-classify, tag, and organize documents; consolidate data from multiple sources in seconds—eliminating up to 90% of manual sorting and manual tagging.

Instant Analytics and Reporting

Instantly generate ad hoc reports and portfolio insights using natural language, leveraging conversational Text-to-DAX queries to unify investment, accounting, CRM, and performance data—reducing report preparation time by up to 95%.

Investor Tear Sheets and IR Materials

Generate first-draft investor tear sheets or pitchbooks via email prompt, with auto-filled templates delivered for review in under 2 minutes—cutting manual effort by up to 90%.

Investment Due Diligence and Questionnaire Responses

Respond to due diligence requests and questionnaires with semantic search and knowledge graph insights—reducing response times by up to 85%.

Invoice and Alternative Asset Transaction Processing

Read, code, and post invoices, capital calls, and distributions—reducing manual processing and valuation time by up to 90%.

Tax Work Paper Creation

Seamlessly extract and format tax documents for downstream systems—cutting work paper preparation time by up to 30%.

Reconciliation and Period Close

Automated extraction, reconciliation, and reporting for routine and complex workflows—delivering up to 30% overall time savings.

Governance Framework

Eton Solutions Governance Framework for Secure and Trustworthy AI Operations

Eton’s AI Policy is anchored on a Three-Pillar Governance Framework that ensures end-to-end oversight across all critical domains—security, privacy, and ethical AI use. Eton Solutions has achieved ISO/IEC 42001 certification for its AI Management System (AIMS)—a landmark milestone that places us among the first organizations globally to be certified under the world’s first international standard for Responsible AI governance.

Awards and Accreditations

What Our EtonAI™ Clients Say

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.

Meghan Grayson

Director of Operations of Shade Tree Advisors

AI is reshaping how we do everything at the Todd Family Office, and our partnership with Eton Solutions has been beneficial. We have faced challenges in fixing AI hallucinations and are worried about the potential misuse of these tech marvels. We’re working with Eton Solutions to pioneer a Responsible AI framework that harnesses the full power of AI with transparency, ethics, and trust at its core. Together, we’re setting the standard for the future of AI for family offices.

Andrew Hull

Chief Executive of Todd Family Office

For organizations such as ours, operating with sensitive financial and personal data, knowing that our technology partner adheres to the highest ethical AI standards is paramount. Eton Solutions’ ISO 42001 certification provides us with added confidence that their AI-powered solutions are not only innovative but also built on a foundation of trust, transparency, and robust governance.

Saji Sachchithanantham

COO of Todd Family Office

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