您的客户需要极为专业的定制服务，而满足这些需求可能会让您的资源捉襟见肘。这正是我们全球技术中心的价值所在：我们与您携手合作，达成甚至超越您的目标。
无论您是自行管理 AtlasFive®，还是依托我们进行中台和后台操作，我们的首要任务都是最大限度地提高您的投资回报率，同时让您牢牢掌控全局。我们首先确定您的具体需求，然后制定解决方案，提升您为客户提供的价值。
在资深专家团队的支持下，您将获得专属对接人--在您需要的时候，随时为您提供所需的服务。您只需为所使用的服务付费，从而确保成本效益和灵活性。
当您选择Eton Solutions及AtlasFive®时，我们的专家团队将与您的办公室紧密协作，确保从系统部署到正式运营的无缝衔接。然而，我们的支持并不止步于平台上线——许多客户持续借助我们的全球技术中心，实现家族办公室的规模化和差异化发展。
若您的团队需处理复杂职能，我们将定制专属服务方案，确保配备顶级资源，助力团队提升效能，让客户获得满意体验。
Whether your office manages one family’s finances or several families, the number of diverse investments can quickly grow large and unwieldy for a small office to manage.
We are available to assist with capital call recordkeeping and producing commitment summaries, as well as any other investment management support services your clients may need.
Timely reporting is crucial in order to provide clients with current information about their assets and accounts. But with all the different types of required reports, it can take an immense amount of time to prepare them accurately and quickly. Take the burden off your office staff by letting our team handle the reporting requirements for your office. With all your data on one system, we can provide the most comprehensive, accurate, up-to-date data for any report you need: daily cash and position reconciliations, cash flow reports, financial statement reports, capital commitment reports, investment activity reports, bill pay reports, cash projections, investment performance reports, and more.
With AtlasFive® consolidating your data and our team providing support, your office will experience streamlined, efficient reporting that doesn’t excessively consume valuable, expensive staff hours.
If your family office needs support services for managing capital activity within the AtlasFive® platform, Eton Solutions can help. We can book fund activity and investor activity.
We can also perform capital reconciliations and receive/upload capital notices within AtlasFive®. We can even produce the capital account roll forward report and keep all capital activities moving smoothly. Our team will work with your office to determine what your clients need and the best way to provide first-rate support to them.
One of the most strategic benefits offices experience when they implement family office software like AtlasFive® is the simplification of complex allocation structures. Today’s family office handles multiple classes of stock, different tranches of investments within a fund, special tax allocations, waterfall, carried interest, and other unique scenarios that lead to complicated allocation processes.
AtlasFive® simplifies these structures and reduces the amount of manual work required to process them. We can further support fund accounting services by helping with allocations of investment.
基金会计师家族办公室最复杂的业务流程之一，也是AtlasFive®提供全面支持的领域。随着对多种配置结构以及各类不同报表编制的要求，基金会计工作极易变得复杂繁琐。通过充分发挥AtlasFive®平台优势，您可简化家族办公室的基金会计工作流程：既确保家族成员获取精准数据，又实现资金活动高效流转，同时保持审计就绪的数据状态。
我们的团队可随时协助完成投资账簿（IBOR）和会计账簿（ABOR）的对账工作，并支持月末结算及基金缴款/分配处理。同时，我们还可提供投资、资本以及总账（GL）对账支持服务。
追踪现金流的进出往往需要耗费大量人力，但为了能让家族成员清楚了解自身财富状况，又需要定期关注。AtlasFive®平台把所有数据与交易整合到单一系统，显著简化现金管理流程。此外，我们的团队还可为您的家族办公室提供以下现金管理支持：未结项追踪、应付/应收账款对账以及现金头寸报告。我们甚至能协助监控现金余额并计算现金流预测，让客户避免突发状况，提前掌握未来资金动向。
借助AtlasFive®集成服务，我们的团队能够全面管理您的家族办公室的所有贷款业务及流程。我们不仅可以设立私人贷款，还可以在设立之后管理贷款还款计划以及所有贷款账单的支付处理事宜，确保不会出现任何漏付情况，且无需您的家族办公室人员额外操心费力。
Our clients rely on us for financial reporting by seamlessly leveraging AtlasFive® and its single source of consolidated data. If time spent on reporting is deducting from staff’s ability to provide deeper value, consider using our team for financial reporting support.
We can help with general ledger coding of all transactions across all entities to ensure consistent and accurate data, and we can prepare consolidated financials, too. We can supply quarterly budgets and update the family distribution schedule so all family members have what they need when they need it.
借助AtlasFive®系统集成及全球技术中心的支持，我们可高效管理您的税务申报需求。所有收支项目均按税务类别自动分类并生成报告，细分为关联关系、实体、账户、证券和基金等维度。税务分类账可直接作为预估税款申报的工作底稿，而纳税申报表、捐赠文件等所有税务相关文档均按类型、年份或其他属性分类归档，便于快速查阅。
许多家族办公室选择外包税务支持服务，而非聘用专职税务专家。若您的家族办公室部署AtlasFive®，我们可基于平台数据提供税务支持服务，甚至为您代拟纳税申报表。（注：Eton Solutions并不负责向税务机关提交申报表格的任务。）
No matter what reporting schedule your office follows, we can leverage AtlasFive’s® single source of truth to deliver accurate and current data to meet your client’s needs. We can provide Investment Book of Record (IBOR), Accounting Book of Record (ABOR), and Custodian Book of Record (CBOR) reconciliation and monthly/quarterly NAV packages and investor PCAPs. We offer a full range of services for all financial statement preparation and support as well as audit support.
大多数使用AtlasFive®平台的客户都需要以下基础服务。根据家族办公室的具体需求，客户可以自由选择部分或全部核心服务，确保既能精准满足自身要求，又无需购买不必要的额外服务。
One of AtlasFive®’s strongest advantages is its reliance on a single source of unified data. When your office implements AtlasFive®, we ensure your office and clients can access a holistic view of all assets and liabilities. This one source of truth depends on security master setup, a repository of reference data that centralizes information and security to simplify your office’s processes. We provide support with manual pricing (including alternatives), creating and maintaining benchmarks, and security master attribute tagging. In addition to creating non-marketable assets, we’ll track key info, run transactions, and report on them.
We also provide support for setting up and maintaining personal assets, such as houses, watches, boats, and cars. With all of your client’s accounts, assets, and liabilities in one consolidated location, errors are reduced, and reporting is simplified.
我们的全球技术中心可为交易处理的各个环节提供支持。在系统设置阶段，我们将协助创建账单支付模板并建立工作流程。完成初始配置后，我们将持续优化交易处理效率，既处理来自接收文件的付款指令，也执行包括缴资在内的定期支付安排。此外，我们还能监控及验证电汇与ACH支付的传输状态，并提供支票打印与分发服务。
Our team helps AtlasFive® users solve the challenge of document management, access, and maintenance more than any other service. In fact, 74% of our clients opt for document management support, which includes both physical and digital materials. Currently, there are over 800,000 documents secured on AtlasFive® that help our clients easily access and digitally search important information.
We handle mail room and document processing, scanning, document tagging, uploading, and document retrieval. Your office can rest easy knowing that every incoming document will be appropriately processed and stored for easy access when it’s needed.
Eton Solutions provides more than digital services: we can help manage physical documents as well. When you implement AtlasFive®, you can elect to have us manage your mailroom, too. We’ll scan checks and invoices so documentation is always up-to-date. We’ll facilitate transactions by generating deposit slips and printing and sending checks. We’ll also document the workflow so everything is traceable and reproducible.
Reduce staff costs and the amount of physical space required to store materials when you let us handle mailroom management for your office.
家族办公室的目标和资源各不相同，为此我们为客户提供全方位的服务选项。依托专属的全球技术中心，我们能够量身定制支持方案，精准匹配您的需求——即使这些需求会随时间推移而变化。
我们始终与您密切合作，深入了解您的家族办公室的目标。
随后，我们的领域专家将借助全球技术中心的精准支持，为您的家族办公室制定效率优化方案。我们将通过深度协作组建扩展团队，协助管理中后台运营事务，分享行业最佳实践。
您可以获得资深专家团队的支持，我们为您指定专属对接人，且仅按实际服务时长收取费用。
