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.
平台管理的资产
实体
平台上汇总的流动资产和非流动资产
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.
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
其他
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
其他
Platforms
Minutes per transaction
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
With Eton Solutions Platform
Min
其他
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
其他
Platforms
Minsutes per document
Extracting line items from statements and mapping them to expense categories and general ledger accounts
With Eton Solutions Platform
Min
其他
Platforms
Minutes per statement
Managing Director of Prime Securities Ltd.
Eton与Asas的合作为海湾地区的家族办公室服务树立了新的黄金标准。严谨的治理模式对于将家族遗产转化为一个有韧性和可持续发展的未来至关重要。Asas以家族办公室为根基，能够深刻洞察那些希望构建、整合和管理世代财富的家族的独特需求。通过整合 Eton 全球值得信赖的平台，我们现在能够以前所未有的精确度和透明度简化家族财富，将智能技术置于客户关系的核心。通过合作，我们不仅仅是在管理财富，而是在为海湾地区最有成就的家族设计一个更智能、更安全的未来。
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
人工智能正在重塑我们Todd家族办公室的工作方式，而与Eton Solutions的合作也让我们受益匪浅。我们在修复人工智能幻觉方面面临挑战，担心这些技术创新可能会被滥用。我们正在与 Eton Solutions 合作，制定一个负责任的人工智能框架，以公平透明、道德伦理和信任相托为核心，充分利用人工智能的力量。我们将共同制定标准，让人赋能家族办公室的未来发展。
Todd家族办公室首席执行官
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
