{"id":2696,"date":"2025-09-11T18:30:00","date_gmt":"2025-09-11T13:00:00","guid":{"rendered":"https:\/\/www.eton.bowstudios-hosting.co.za\/?post_type=news&#038;p=2696"},"modified":"2025-11-12T14:57:32","modified_gmt":"2025-11-12T09:27:32","slug":"91-of-wealth-managers-have-ai-ambitions-and-concerns-eton-solutions-ai-platform-addresses-both","status":"publish","type":"news","link":"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/news\/91-of-wealth-managers-have-ai-ambitions-and-concerns-eton-solutions-ai-platform-addresses-both\/","title":{"rendered":"91% of Wealth Managers Have AI Ambitions\u2013And Concerns. Eton Solutions\u2019 AI Platform Addresses Both."},"content":{"rendered":"<p class=\"wp-block-paragraph\"><em>Eton Solutions\u2019 AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Research Triangle Park, NC (September 11, 2025) \u2013<\/strong><a href=\"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/\"><strong> <\/strong>Eton Solutions<\/a>, the wealth management platform that manages over $1.3 trillion in assets, made its AI platform<a href=\"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/%e8%a7%a3%e5%86%b3%e6%96%b9%e6%a1%88\/%e7%88%b1%e5%a4%9a%e5%a5%88\/\"> \u4f0a\u987fAI<\/a><sup>TM<\/sup> widely available to PE, RIA and family office users. EtonAI<sup>TM<\/sup> is now the only AI tool that integrates directly into wealth managers\u2019 workflows to automate the manual processes that occupy the majority of their time\u2013from onboarding new entities and securities to bill pay, month-end reconciliations, tax processing and beyond. It is additionally one of only a few organizations in the world to become<strong> ISO\/IEC 42001:2023<\/strong> certified for building an AI system that meets rigorous privacy, cybersecurity, transparency and bias standards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While AI has already begun transforming many facets of the financial services industry, wealth management\u2019s transformation has been limited to front-office tasks.<a href=\"https:\/\/www.mercer.com\/insights\/investments\/portfolio-strategies\/ai-in-investment-management-survey\/#:~:text=91%25%20of%20managers%20are%20currently,strategy%20or%20asset%20class%20research\" target=\"_blank\" rel=\"noopener\"> Ninety-one percent (91%) of wealth managers<\/a>, for example, are either currently or planning to use AI within their investment strategy or asset class research. But many back-office tasks, including bill payments, taxes, document management, client onboarding and data storage are still dominated by legacy systems. This is due in large part to concerns around the privacy and security of their data being stored in the cloud\u2013and further, that AI could make their investments or financial information public. Eton Solutions is holistically addressing the AI opportunity\u2013and specific privacy challenges\u2013with the introduction of EtonAI<sup>TM<\/sup>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Eton Solution\u2019s core platform AtlasFive\u00ae, which is in use by more than 960 families, advisory firms and private equity firms, is the data-rich backdrop for EtonAI<sup>TM<\/sup>. The holistic solution is responsible for managing 147,000 entities, overseeing 225,000+ investments, $65 billion in annual bill payments, and processing more than 21.3 million transactions, annually. It does this by bringing together all data, services and stakeholders into a single integrated platform. Acting as an add-on to AtlasFive\u00ae, EtonAI<sup>TM<\/sup> can execute across workflows and processes centralized within this hub. It\u2019s also available as a standalone solution for wealth managers using other solutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using EtonAI<sup>TM<\/sup>, wealth managers can now achieve significant efficiency gains by automating the hundreds of actions involved in managing firms:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Process more than 250+ different document types. <\/strong>Wealth managers interact with documents across systems and purposes. EtonAI<sup>TM<\/sup> can automatically execute on those across bill pay, private equity documents, bank and credit card statements, tax documents, K-1\u2019s, market data, KYC and customer onboarding, audit and governance.<\/li>\n\n\n\n<li><strong>Oversee reconciliations and month-end closes.<\/strong> \u4f0a\u987fAI<sup>TM<\/sup> handles most aspects of monthly reconciliations. It can automatically upload transactions and holdings from statements, pay bills, extract benchmarks and FX rates, upload expenses and code GL entries; reconcile market values and cash balances; perform mark-to-market calculations; and generate report narratives against investment objectives.<\/li>\n\n\n\n<li><strong>Conduct investment research and manage portfolios.<\/strong> \u4f0a\u987fAI<sup>TM<\/sup> can research investment opportunities and generate comprehensive investment theses, automate investment due diligence responses, summarize investment prospectuses, and evaluate the financial health and attractiveness of investments, among other actions.<\/li>\n\n\n\n<li><strong>Perform audits and analysis.<\/strong> \u4f0a\u987fAI<sup>TM<\/sup> scales mundane and error-prone tasks, such as performing estate plan stress testing, running regulatory compliance checks and audits, analyzing cash flow projections, conducting legal document research and completing annual reviews.<\/li>\n\n\n\n<li><strong>Increase personal productivity. <\/strong>&nbsp;Doubling as a personal AI assistant, EtonAI<sup>TM<\/sup> can draft professional communications and infer sentiment from responses, rapidly search and summarize lengthy documents, create meeting summaries and action items from recordings and transcripts. It can additionally prepare meeting books and investor tear sheets.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">And it\u2019s doing all of this while adhering to the strict framework of ISO 42001 as part of its larger commitment to responsible, ethical and compliant AI practices within the wealth management sector.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cDelivering a comprehensive AI solution to wealth managers is long overdue, despite the ample opportunity to reimagine and scale their day-to-day workflows,\u201d said Satyen Patel, Executive Chairman of Eton Solutions. \u201cBecause wealth managers and PEs in the family office space are dealing with highly confidential investment and personal data, they both fear making the transition to AI\u2013and fear falling behind if they don\u2019t. That\u2019s why we took on the daunting task of becoming ISO 42001 certified. This not only validates our responsible AI governance but lets our client rest assured that we\u2019ve built trust and transparency directly into our platform.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether companies use EtonAI<sup>TM<\/sup> in conjunction with AtlasFive\u00ae or with their existing software, the technology introduces new operational efficiencies through predictive insights, intelligent automation and natural language reporting across workflows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cEton\u2019s unwavering commitment to excellence in compliance standards has empowered us to take a more proactive and innovative approach in implementing AI solutions, enhancing both the quality of our services and the experience of our employees,\u201d said Meghan Grayson of Shade Tree Advisors. \u201cBecause Eton diligently manages the critical task of safeguarding our information, we have the confidence and peace of mind to concentrate on refining our processes and tailoring optimizations to meet our unique needs.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;&#8221;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,\u201d said Saji Sachchithanantham, COO of Todd Family Office. \u201cEton Solutions\u2019 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.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Eton Solutions has attracted a prestigious international client base, including the founders of the world\u2019s leading technology companies, hotel groups, oil and energy companies, entertainment groups, investment firms and more.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u5173\u4e8eEton Solutions\uff1a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/\">Eton Solutions<\/a> is a technology company dedicated to addressing the complexities of family offices and private equity firms globally. The company\u2019s flagship products AtlasFive\u00ae and EtonAI<sup>TM<\/sup> manage more than $1.3 trillion in assets. In use by more than 960 families, advisory firms and private equity firms, the holistic solution is responsible for managing 147,000 entities, overseeing 225,000+ investments, $65 billion in annual bill payments, and processing more than 21.3 million transactions, annually. EtonAI<sup>TM<\/sup> integrates directly into wealth managers\u2019 workflows to automate the manual processes that occupy most of their time. The company is now one of only a few organizations in the world that\u2019s ISO 42001 certified for building an AI system that meets rigorous privacy, cybersecurity, transparency and bias standards. Eton Solutions has US headquarters in Research Triangle Park, NC and international headquarters in Singapore.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Source &#8211; <a href=\"https:\/\/www.businesswire.com\/news\/home\/20250911483541\/en\/91-of-Wealth-Managers-Have-AI-AmbitionsAnd-Concerns.-Eton-Solutions-AI-Platform-Addresses-Both.\" target=\"_blank\" rel=\"noreferrer noopener\">91% of Wealth Managers Have AI Ambitions\u2013And Concerns. Eton Solutions\u2019 AI Platform Addresses Both.<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Eton Solutions\u2019 AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards<\/p>","protected":false},"author":4,"featured_media":2741,"parent":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-2696","news","type-news","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/wp-json\/wp\/v2\/news\/2696","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/wp-json\/wp\/v2\/news"}],"about":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/wp-json\/wp\/v2\/types\/news"}],"author":[{"embeddable":true,"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/wp-json\/wp\/v2\/users\/4"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/wp-json\/wp\/v2\/media\/2741"}],"wp:attachment":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/zh\/wp-json\/wp\/v2\/media?parent=2696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}