Eton Solutions

Eton Solutions was founded by family office professionals who found that existing software was not built for the structural complexity of wealth management at scale. That origin shapes AtlasFive, its flagship ERP platform, which treats the family office as an operating enterprise rather than an investment account. The result is a single system of record covering accounting, entity management, portfolio aggregation, document processing, bill pay, and compliance across liquid and alternative assets simultaneously.

EtonAI, the platform's AI layer, is certified to ISO 42001, one of only a handful of organizations globally to hold this standard for AI governance. It processes over 250 document types and automates workflows across capital calls, distribution notices, manager statements, credit card reconciliation, and NAV calculations. Clients report completing tasks in minutes that previously took hours. The platform uses Bring Your Own Key encryption, meaning client data never trains the underlying model.

Key capabilities relevant to family office buyers include:

• Unified ABOR, IBOR, and CBOR with daily transaction updates across custodians
• AI-driven document extraction and journal entry creation for invoice and statement processing
• Entity-level look-through across complex multi-tiered ownership structures
• Automated bill pay processing, with $65 billion in annual payments processed on platform
• White-labeled ERP deployment for institutional clients managing wealth for multiple families

With over 1,020 families and $1.4 trillion in assets on platform, Eton Solutions operates across 15 countries with offices in the United States, Singapore, UAE, and India. Pricing is not publicly disclosed and requires a direct sales engagement. Family offices below a certain operational complexity threshold may find the depth of the platform exceeds their immediate requirements.

• Consolidated portfolio reporting across liquid and alternative investments
• Automated document processing and journal entry creation
• Multi-entity accounting with GL, fund, and partnership ledgers
• Bill pay processing and treasury management
• Fund accounting and NAV calculation for private equity and fund-of-funds structures
• Entity ownership tracking and cross-border compliance management

• AtlasFive ERP with unified ABOR, IBOR, and CBOR
• EtonAI document processing across 250+ document types
• Bring Your Own Key encryption
• ISO 42001 certified AI governance framework
• Real-time cross-custodian portfolio aggregation
• Automated bill pay and cash management workflows
• Investor digital onboarding and document sharing portal
• Global dashboard for fund, deal, and investor oversight
• Partnership and expense allocation with management fee automation
• EtonAlpha direct-to-consumer wealth dashboard for HNW individuals

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA), Fund Managers.

User roles and responsibilitiesWorkflowsAsset classificationCRM classificationTax ledger configuration for local jurisdiction Reporting dashboards and custom reportsDocument management classificationVisibility settings

Concierge onboarding program available; direct contact via email and phone across US, Singapore, UAE, and India offices.

Concierge onboarding program offered, particularly for direct-to-consumer clients; structured onboarding implied for institutional clients.