Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards

Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets, made its AI platform EtonAI^™ widely available to PE, RIA and family office users. EtonAI^™ is now the only AI tool that integrates directly into wealth managers’ workflows to automate the manual processes that occupy the majority of their time–from 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 ISO 42001 certified for building an AI system that meets rigorous privacy, cybersecurity, transparency and bias standards.

While AI has already begun transforming many facets of the financial services industry, wealth management’s transformation has been limited to front-office tasks. Ninety-one percent (91%) of wealth managers, 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–and further, that AI could make their investments or financial information public. Eton Solutions is holistically addressing the AI opportunity–and specific privacy challenges–with the introduction of EtonAI^™.

Eton Solution’s core platform AtlasFive®, which is in use by more than 960 families, advisory firms and private equity firms, is the data-rich backdrop for EtonAI^™. 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®, EtonAI^™ can execute across workflows and processes centralized within this hub. It’s also available as a standalone solution for wealth managers using other solutions.

Using EtonAI^™, wealth managers can now achieve significant efficiency gains by automating the hundreds of actions involved in managing firms:

Process more than 250+ different document types. Wealth managers interact with documents across systems and purposes. EtonAI^™ can automatically execute on those across bill pay, private equity documents, bank and credit card statements, tax documents, K-1’s, market data, KYC and customer onboarding, audit and governance.

Oversee reconciliations and month-end closes. EtonAI^™ 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.

Conduct investment research and manage portfolios. EtonAI^™ 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.

Perform audits and analysis. EtonAI^™ 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.

Increase personal productivity. Doubling as a personal AI assistant, EtonAI^™ 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.

And it’s 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.

“Delivering a comprehensive AI solution to wealth managers is long overdue, despite the ample opportunity to reimagine and scale their day-to-day workflows,” said Satyen Patel, Executive Chairman of Eton Solutions. “Because 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–and fear falling behind if they don’t. That’s 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’ve built trust and transparency directly into our platform.”

Whether companies use EtonAI^™ in conjunction with AtlasFive® or with their existing software, the technology introduces new operational efficiencies through predictive insights, intelligent automation and natural language reporting across workflows.

“Eton’s 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,” said Meghan Grayson of Shade Tree Advisors. “Because 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.”

“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,” said Saji Sachchithanantham, COO of Todd Family Office. “Eton Solutions’ 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.”

Eton Solutions has attracted a prestigious international client base, including the founders of the world’s leading technology companies, hotel groups, oil and energy companies, entertainment groups, investment firms and more.

About Eton Solutions

Eton Solutions is a technology company dedicated to addressing the complexities of family offices and private equity firms globally. The company’s flagship products AtlasFive® and EtonAI^™ 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^™ integrates directly into wealth managers’ 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’s 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.

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