We understand your unique needs and work together to enhance the value you can deliver to your clients.
Your clients expect increasingly complex, specialized services from their family office. These growing demands can strain your resources and diminish the value you are able to provide. Our Global Service Center collaborates with you to help you achieve — and exceed — your family office’s goals.
Whether you work with AtlasFive independently or have us help you manage it, our goal is for you to maximize the value you receive from the platform while always remaining in control. We help you identify your family office’s needs, and then we work with you to devise a solution that complements the value you deliver to your clients. Not only is our software completely customizable — the degree of engagement and support your office receives from our team is entirely your choice.
Configuration & Implementation
Employee Training & Support
Back-Office Services Collaboration
From help optimizing our AtlasFive platform to outsourcing back office tasks, our Global Service Center is there to support you.
The Eton Solutions team are experts in family office processes. A thorough understanding of the unique challenges family offices face enables our team to guide your office through a seamless transition from implementation to operation — and beyond. We can help you scale and differentiate your family office through:
- Data aggregation, consolidation, and normalization
- Report customization
- Fund accounting
- Exception management
- Security master management
- Document uploads
- Tax support services
- Controller/CFO support
- Transaction initiation (client bill pay, investment funding, distributions, and more)
Your success and needs are at the core of all our service models.
Every family office is unique, which is why we believe you should have the ability to choose the service and support model that makes sense for your office. With a dedicated Global Service Center, we can tailor our support to fit your needs — even as your needs evolve over time.
Our team works as an extension of your team: we provide dedicated resources for your office so your in-house employees have greater comfort, versatility and productivity. We understand that an office’s needs ebb and flow seasonally, so we’ve structured our billing model to support this flexibility. With access to our pay-per-use experts, you can smoothly scale your resources up during peak periods while keeping costs low.
Start by choosing the general level of involvement your office prefers: client-driven, collaborative, or outsourced. Then, work with our domain experts to identify ways to optimize your office’s efficiency with the right amount of support from our Global Service Center. We’ll collaborate to build an extended team to help you manage middle- and back-office tasks and share best practices.
No matter which option you choose, trust that our experienced team will be your committed partner and assist you at every step.
You lead the way
Looking for an integrated platform that can be seamlessly implemented into your office’s current processes? We configure AtlasFive for the way you work and ensure that you’re optimizing the platform. Our domain experts support you from implementation onward and help train your employees. You continue to perform back-office services, but rest easy knowing that our support team is just a phone call or email away.
We manage it together
Need help improving the efficiency of routine tasks? Not only do we optimize AtlasFive and support your platform needs, but we partner with your office to identify and outsource tasks that our Global Service Center can perform more efficiently or cost effectively. When our team collaborates with you, your experienced employees can focus on more rewarding work. This type of partnership makes us mutually accountable for back-office services.
Let us worry about it
Ready to focus exclusively on high-value work? We understand that every second spent formatting a spreadsheet is time not spent on more valuable work. If you prefer to spend your time with clients instead of managing the back office, simply choose the tasks and functions you want to outsource to our Global Service Center. We manage back-office services, leaving you free to focus on higher value, analytical or oversight roles instead.
