Experiencia
Inteligencia patrimonial
The Only Integrated, Secure WealthAI Solution
¿Tiene problemas con datos fragmentados, normativas complejas,
¿y procesos ineficientes de gestión patrimonial?
Presentamos AtlasFive® y eTonal™
- creado para la inteligencia patrimonial.
Our purpose-built and fully integrated platform AtlasFive™, powered by EtonAl™,
ensures scalability, security, and seamless workflow automation.
AtlasFive® is the most advanced wealth management platform integrating entity management, portfolio management, GL and fund accounting, transaction processing, document management and more into a unified digital ecosystem. AtlasFive® empowers wealth management firms to automate complex workflows, eliminate data silos, and deliver personalized service with unmatched accuracy and speed. The platform is trusted by Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity globally, managing over $936 billion in assets.
More about AtlasFive®
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 surfacing insights, answering questions in plain language, and generating dynamic reports, EtonAI™ transforms how teams access and act on information. Whether embedded in AtlasFive® workflows or used on its own, it helps reduce manual work, improve decision-making, and drive up to 10x gains in operational efficiency—all within a secure environment.
More about EtonAI™
Why Choose Eton Solutions?
Single Source of Truth
Eton Solutions simplifies your wealth management operations by unifying your investment, accounting, and tax data into one integrated system. Say goodbye to the frustration of reconciling data across multiple tools. Our platform provides a consistent and reliable source of truth, ensuring seamless access to data for smarter decision-making. As the only fully integrated AI solution for wealth management, we lay the foundation for AI-powered insights, helping you unlock the full potential of your data.
Unmatched Security
At Eton Solutions, protecting your data is our top priority. With industry-leading security standards, robust data privacy protocols, and Responsible AI principles, we ensure your data is always secure. Certified to leading industry standards, including ISO 27001 (Security), ISO 27701 (Privacy), ISO 42001 (Artificial Intelligence), SOC 1 and SOC 2, our platform offers unparalleled protection. Plus, our unique Bring Your Own Key (BYOK) encryption feature gives you complete control over your data, guaranteeing privacy and security without compromise.
Supercharged Decision-Making with EtonAI™
EtonAI™ is our proprietary market-leading artificial intelligence system tailored specifically for wealth management. With 400+ use cases, it offers Intelligent Document Processing (IDP) for 250+ document types, investment portfolio analysis with a chat interface, and the ability to write investment theses using your private data. Features like semantic search and contextual insights enable you to access and interpret information effortlessly. EtonAI™ empowers you to optimize workflows, enhance efficiency, and unlock deeper intelligence to stay ahead in managing your wealth.
Global Reach, Local Support
Eton Solutions empowers you to operate seamlessly across 54+ countries while staying compliant with local data regulations. Our wealth management platform, AtlasFive®, is designed to handle the complexities of cross-border operations with ease. From artificial intelligence and multilingual support to multi-currency management, tax compliance and local bank integration, we provide the solutions you need to manage your business effortlessly, no matter where you are.
Your Data, Your Control
Holistic intelligence enhances your decisions with a global view of your data. Our integrated platform enriches your data with real-time web information, advanced Large Language Models for reasoning and decisioning, Retrieval-Augmented Generation (RAG) for context-aware response to user queries and Vector Databases for seamless document retrieval. You can accelerate wealth tech innovation with synthetic data, enabling you to test, model, and overcome real-world limitations—giving you a distinct competitive edge.
Transparency and Trust
Eton Solutions is dedicated to Responsible AI principles, ensuring that our AI systems deliver clear, transparent reasoning for all AI-driven processes and data handling. We achieved ISO 42001 certification for Artificial Intelligence Management Systems (AIMS), becoming one of the few wealth management platforms in the world to attain this distinction. With rigorous model validation, secure and private AI systems, and continuous oversight, we ensure every AI-driven decision is ethical, reliable, and empowers you to make informed choices with confidence.
Your Complexity is Our Simplicity
At Eton Solutions, we thrive on simplifying the complexities of wealth management for our diverse clients, including Single Family Offices, Multi Family Offices, Business Managers, Wealth Owners, Registered Investment Advisors, Private Equity and Partners. No matter how complex your operations are - whether you're managing multi-generational families or private equity firms requiring look-through capabilities on underlying investments, our platform turns complexity into streamlined efficiency. AtlasFive® combines cutting-edge AI with advanced data integration to manage 270+ workflows across investment management, accounting, tax, document management, bill pay, transaction processing fund accounting, trust accounting and more. Our mission is simple: turning your challenges into seamless solutions, so you can achieve your goals with clarity and confidence, no matter how complex your needs.
A quién servimos
Oficinas unifamiliares
Ya sea que el trabajo consista en informar a los clientes, la contabilidad, los informes de desempeño, la planificación patrimonial, la administración de activos alternativos o cualquier otra de las innumerables tareas que realiza una SFO, existe la expectativa de que se realicen de manera precisa, transparente y oportuna. Eton Solutions permite a los profesionales de oficinas familiares centrarse en tareas de mayor valor y reducir el riesgo de las operaciones en un entorno gestionado de acceso escalado y altamente seguro.
Oficinas multifamiliares
Una oficina multifamiliar desempeña muchas funciones para sus clientes, y todos los servicios que presta deben ejecutarse con precisión y transparencia. La plataforma de software AtlasFive™ de Eton Solutions y los servicios complementarios opcionales permiten a las MFO ejecutar servicios transaccionales de manera eficiente y a costos más bajos, lo que aumenta la rentabilidad.
Gerentes de empresas
Como asesor financiero, sus clientes confían en usted. Dependen de usted para gestionar eficazmente sus carteras de inversión y guiarlos por el mejor camino a seguir. Con los productos y servicios de Eton Solutions, puede ofrecer más servicios de valor agregado que resuelvan los puntos débiles de sus clientes y les brinden una experiencia de administración patrimonial más centralizada y simplificada.
Propietarios de patrimonio
Una familia necesita más que solo servicios de asesoramiento para administrar el patrimonio de manera eficaz. Eton Solutions ofrece una variedad de servicios y productos que amplían sus capacidades administrativas, mejoran su acceso a los datos actuales sobre sus activos y patrimonio neto y le permiten elegir el nivel de inversión, asesoramiento y apoyo fiscal que necesita.
Empresas de capital privado, bienes raíces y fondos de fondos
AtlasFive® es una plataforma basada en IA y nativa de la nube que agiliza las operaciones de las empresas de capital privado, bienes raíces y fondos de fondos. Automatiza los procesos clave, como la conciliación, la valoración y la presentación de informes, al tiempo que admite múltiples clases de activos a través de un sólido sistema de contabilidad múltiple. Con seguridad y cumplimiento integrados, AtlasFive® ayuda a las empresas a crecer con confianza y a mantener la confianza de los inversores.
Asesores de inversiones registrados
AtlasFive® es una plataforma basada en IA y nativa de la nube que ayuda a los RIA a superar los desafíos operativos al reemplazar las tareas manuales por flujos de trabajo automatizados. Desde la agregación de datos y el procesamiento de transacciones hasta la administración de documentos y la facturación de tarifas, AtlasFive® optimiza las operaciones para lograr una mayor eficiencia y precisión.
Socios
En Eton Solutions, fomentamos las asociaciones de colaboración y proporcionamos recursos valiosos para empoderar a nuestros socios del ecosistema.
Al convertirse en socio del ecosistema de Eton Solutions, obtiene acceso a una amplia gama de beneficios y oportunidades que elevan sus capacidades de servicio y amplían su alcance a escala global.
+936 mil millones de dólares
+14.2 millones
+126.000
+65 mil millones de dólares
+205.000
Agregado en la plataforma
+750 familias
+76 mil millones de USD en AUM
Una plataforma galardonada
Perspectivas de la industria
Conéctese con nosotros
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