Eton Solutions, a top-tier wealth management platform managing over $1.3 trillion in assets, has now launched its AI platform, EtonAI™, for family offices, RIAs, and private equity firms. EtonAI stands out as the only AI tool seamlessly integrated into wealth managers’ workflows, streamlining essential, yet time-consuming tasks such as onboarding, bill payments, reconciliations, and tax processing.
Unlike typical AI use in wealth management that focuses on investment research, EtonAI addresses back-office inefficiencies while maintaining security and privacy. The platform is among the few globally to secure ISO 42001 certification, demonstrating its commitment to cybersecurity, transparency, and bias prevention standards.
Based on Eton’s trusted AtlasFive® foundation, relied on by over 960 families and firms, EtonAI utilizes extensive structured data to optimize operations. AtlasFive manages 147,000 entities, oversees over 225,000 investments, processes more than 21 million annual transactions, and handles $65 billion in annual bill payments. EtonAI offers this capability as an add-on to AtlasFive or as a standalone solution.
With EtonAI, wealth managers can:
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Automate document workflows for over 250 types, including private equity documents, K-1s, tax filings, and client onboarding.
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Simplify reconciliations and month-end closings, from transaction uploads and GL entry coding to generating narratives aligned with investment goals.
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Enhance investment research by creating due diligence responses, summarizing prospectuses, and evaluating opportunities.
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Streamline audits and compliance, efficiently managing tasks like estate plan stress testing and cash flow projections.
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Boost personal productivity with AI-generated communications, meeting summaries, and investor materials.
By integrating AI into daily workflows, Eton Solutions provides predictive insights, intelligent automation, and natural language reporting, all supported by responsible governance.
“Providing a comprehensive AI solution to wealth managers has been overdue,” said Satyen Patel, executive chairman of Eton Solutions. “These firms face a dilemma — cautious about AI due to confidentiality concerns but anxious about being left behind. Our ISO 42001 certification ensures that trust and transparency are foundational to our platform.”
Clients are already witnessing results. Meghan Grayson from Shade Tree Advisors stated, “Eton’s focus on compliance allows us to confidently innovate and optimize our processes.” Saji Sachchithanantham, COO of Todd Family Office, remarked: “For firms like ours handling sensitive data, knowing our partner adheres to the highest ethical AI standards assures us of both innovation and governance.”
Eton Solutions caters to a global clientele, including founders of top technology firms, hotel chains, energy companies, entertainment groups, and investment houses, reinforcing its reputation as a trusted partner for the most complex family offices and financial institutions worldwide.
