Eton Solutions Administrative Family Office™

Eton Solutions' Administrative Family Office (AFO™) merges AtlasFive® technology with professional services to manage comprehensive family wealth management needs. Clients retain freedom to select investment advisors and strategies, while AFO™ facilitates key services like bill pay, tax preparation data, accounting, document management, backed by robust cyber security and proven governance processes. Existing family offices can also upgrade their technology with this integrated system, optimizing cost-efficiency. The platform enables timely financial reporting, including net worth status in near real-time, allowing precise wealth management. Its client portal and mobile app offer easy access to information, reports and transaction approvals with complete transparency and controlled access. By integrating financial data and risk reporting, AFO™ facilitates quick decision-making and provides a secure platform for managing all assets to increase efficiency and visibility. For families seeking to establish or enhance a family office, AFO™ serves as a comprehensive solution.