Eton Solutions LP

Eton Solutions LP is attending the Ninth Family Wealth Report Family Office Fintech Summit 2024 tomorrow at The Convene Center, New York! Join us for discussions on key topics like risk management, automation, ESG investing, and how technology is shaping family office operations. Stop by our booth to learn more about how Eton Solutions and AtlasFive™ are driving the future of family office technology. We look forward to connecting with you!

Eton Solutions and Hubbis recently hosted an exclusive thought-leadership discussion in Dubai’s DIFC, co-hosted with Bryan Henning, SVP, Head of International at Eton Solutions. The event brought together senior management from Single and Multi-Family Offices, private client lawyers, tax advisers, and other professional service firms to explore the complexities of setting up and managing a family office. Henning, with over three decades of experience working with UHNW families across global financial hubs, shared his insights on the evolving role of family offices, particularly in the UAE. Read More: https://lnkd.in/d7QawJ7G

The rise of AI offers family offices the ability to make a bigger tech leap to improve operations, enhance the decision-making process and ensure they can fulfil their primary objective of wealth creation. Muralidhran Nadarajah, CIO at Eton Solutions, shares the importance of integrating AI into family office businesses, and how to streamline wealth management processes, enhance asset allocation strategies, and strengthen risk management practices. Read more at: https://lnkd.in/dfvj5-7S

Thank you to everyone who joined us at the Family Office Exchange Technology Showcase 2024 to hear our CEO, Robert Mallernee, speak on transforming family office operations with technology and AI. Your participation and insights made it a fantastic session! If you missed our earlier demos, there's still one more chance to see our solutions in action at the showcase! Join Alexander Trogstad and Stuart Guidry for our final demo session tomorrow (September 12) at 11:00 am to explore how Eton Solutions is driving innovation and efficiency in family office operations. We look forward to connecting with you! #FOXShowcase2024 #FamilyOffice #UHNW #InvestmentStrategy

On a bustling day in Mumbai, senior contacts from private wealth managers, single and multi-family offices, and professional services firms gathered for an exclusive thought-leadership roundtable discussion. This Hubbis x Eton Solutions bespoke event focused on setting up a family office—a concept that has grown increasingly popular among ultra-high-net-worth (UHNW) families seeking to manage their wealth, investments, and legacy in a more structured manner. Satyen Patel, Executive Chairman of Eton Solutions, provided an insightful introduction to the discussion, sharing his personal journey, experiences, and the vision that drives Eton Solutions today. Read more here: https://lnkd.in/dxESuXRP

Join us at the Family Office Exchange Technology Showcase 2024, where tech leaders and family office visionaries gather to explore the future of technology in wealth management and family office operations. This video features Alexander Trogstad of Eton Solutions, who will be attending alongside Robert Mallernee and John Hufnagel. Here is the schedule for Eton Solutions at the event: 📅 September 10th 9:40 am: Session from CEO, Robert Mallernee on "Transforming a Family Office to Reimagine the Value it Delivers" – Discover how to create scalable advantages using technology and the transformative impact of AI. 3:10 pm: Product demonstration – Join us for an in-depth look at our solutions. Sign up at the Showcase to join us for an exclusive dinner in the evening! 📅 September 11th 11:45 am: Live demo session – See how our platform drives efficiency and innovation in family office operations. 📅 September 12th 11:00 am: Final demo session – Another chance to explore our technology and how it integrates seamlessly into the family office ecosystem. We look forward to connecting with you—please stop by and see us!

One of Eton’s key differentiators is its technology backbone, which integrates seamlessly with Microsoft’s suite of tools, including Azure, Power BI, and the recently developed EtonGPT™ — an AI-driven tool that enhances data analysis and reporting. Over the past decade, Eton Solutions invested nearly $100 million to transform this software into a comprehensive cloud platform. “Imagine having all your assets, across multiple classes, on a single platform with a single source of truth,” explains Satyen Patel. “Now add to that the power of EtonGPT™, which acts as a sophisticated data mining tool, allowing you to query your entire portfolio in plain English and get actionable insights in real time,” elaborates Patel. This technology is not just about making data accessible; it’s about making it actionable. For instance, if the US Fed were to hike or cut rates, Eton’s platform allows users to instantly compute the effect across all their investments, whether in stocks, bonds, private equity, or art collections. Deepak Padaki, president of Catamaran Ventures says: “We were looking for a platform that combines back-office accounting with front-office reporting. After evaluating options, we chose Eton for its comprehensive capabilities, including ERP functions and workflow management.” Read more: https://lnkd.in/dBT_t_ir

We are thrilled to announce that Taruna Gautam has been appointed as our new Chief Customer Officer (CCO)! Taruna will play a pivotal role in driving our customer-centric strategy to enhance customer journey, customer success, customer satisfaction, boost customer loyalty and lifetime value across all touchpoints. She’s been with Eton Solutions for 2 years as Head of Product focusing on Wealth-Tech Product Innovation and driving product development and delivery. With her deep commitment to being the voice of the customer, she will lead our efforts to ensure every client achieves their goals and thrives with our AtlasFive System and Eton Services. Her focus on aligning our strategies with our clients’ needs, fostering strong partnerships, and driving continuous improvement will help us deliver exceptional value and customer delight. Please join us in congratulating Taruna on this well-deserved promotion and the impactful journey ahead under her leadership!

Eton Solutions Launches EtonGPT™, World’s First Generative AI Platform for Family Offices Announcing the launch of EtonGPT™, the world's first generative AI platform tailored specifically for family offices, now embedded within our AtlasFive® ERP platform. Eton Solutions continues to lead innovation in family office management, and with EtonGPT™, we are bringing the power of AI directly to your fingertips. Satyen Patel, Eton Solutions’ executive chairman said, “Our AtlasFive® solution was the first to offer a centralized data platform that had integrated structured data processing across accounting, investment and tax functions. With the launch of EtonGPT™, the world's first family office LLM, we are embracing cutting-edge technology and reshaping the future of family office management across the globe. AI is increasingly being deployed across businesses. While family offices have largely remained rooted in manual processes, with the integration of AI, they will undergo an unparalleled change, making them resilient and future-ready” Read more here: https://lnkd.in/dv5eAw2Z

Is your family office struggling with the complexities of K-1 processing? Manually entering data from K-1 forms can be time-consuming, error-prone, and drain valuable resources. What if there was a way to automate this process to enhance accuracy, streamline workflows, and maximize efficiency? The right solution could revolutionize your K-1 processing, allowing you to focus on what truly matters. #FamilyOffice #PrivateWealth #UHNW #FamilyOfficeServices #InvestmentManagement #EstatePlanning #TaxOptimization #WealthStrategy