Business Profile

Description: Eton Solutions provides a comprehensive enterprise management platform for investment management firms and family offices that helps manage risk and enables integrated process management through the entire transaction life-cycle across multiple disciplines/departments. The Platform is powered by a dynamic, configurable role and relationship-based automated workflow engine with embedded best practices and rules that enhance control and visibility. Based on a single database with data integrity verified once at time of input, the specialist application modules can access and report on the data in a variety of ways and at a level of granularity or consolidation that supports the entire organization. The system leverages secure web technology allowing a distributed group of individuals to work together, while streamlining the approval, audit and reporting process and yielding efficiency in operations in terms of time, money, staff education and knowledge transfer. Built by a team that understands the complexity that comes with serving high net worth investors and the rules and processes needed to support complex entity structures, investment types and multiple data sources.