The family office alternative without the hassle

Eton Solutions adds professional services to the power of the AtlasFive™ platform to deliver the end-to-end administrative services traditionally provided by a family office in a cost-effective, hassle-free product we call the Administrative Family Office™ (AFO™).

Add AFO™ to your existing preferred advisory services to complete your wealth management needs, while avoiding the expense and complexity of a family office.

Choose your own path with AFO™

A family office isn’t right for everyone. It can be time-consuming to establish and costly to maintain. It also can add unnecessary layers of management complexity.

However, a family needs more than just advisory services to manage wealth effectively. How can a family skip the hassle yet still reap the benefits of a family office?

If you already have a financial advisor you trust, adding Eton Solutions’ AFO™ provides all needed administrative capabilities for an efficient family office. Furthermore, AFO™ delivers a data-driven foundation to empower your advisor.

Eton Solutions’ AFO™ empowers wealth management

AFO™’s professional offerings facilitate administrative services such as bill pay, accounting tasks, mailroom processes, document management, and a range of other key capabilities by leveraging the Eton Solutions AtlasFive platform.

AFO™ delivers rolled-up financial reporting, ad hoc reports, and other status reports such as total net worth in near real-time, enabling data-precise wealth management.

Key Features:

Implement AFO™ without the hassle

Our proven, hassle-free implementation will have your AFO™ productive in 30 days.

AFO™ for Family Offices

Scaling a family office in order to provide more services can be costly. It typically requires more staff and better software, and when the cost falls to one family (or a few families in an MFO) it can be cost-prohibitive to expand a family office’s offerings.

With an Administrative Family Office™ (AFO™), existing family offices can provide more comprehensive services to their families without absorbing the high costs themselves. Eton Solutions adds professional services to the power of the AtlasFive™ platform to deliver the end-to-end administrative services traditionally provided by a family office in a cost-effective, hassle-free product called AFO™.

With AFO™, your family office can achieve more with less overhead.

AFO™ provides middle- and back-office capabilities to empower your family office to become more valuable and cost-efficient. Give your clients more services and increase your office’s efficiency – all without increased operational costs.

AFO™ gives your family office:

• A secure platform to manage and control end-to-end operations
• A plug-and-play suite of services to augment and improve back and middle office efficiency
• AtlasFive

All our AFO™ packages include the AtlasFive platform, which helps your office:

• Overcome the prohibitive setup costs associated with setting up a family office
• Offer solutions tailored to your clients’ unique needs with a choice of subscription packages
• Accelerate decision-making with real-time insights by integrating financial data and performance/risk reporting into one unified view
• Securely manage assets, accounts, and investments
• Boost organizational efficiency through automation

Ready to learn more?

Download the AFO™ Brochure (US).

Discuss your needs with an Eton Solutions professional to determine if AFO™ is right for you.