Eton Solutions LP

𝗥𝗲𝗱𝗲𝗳𝗶𝗻𝗶𝗻𝗴 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗶𝗻 𝗠𝘂𝗹𝘁𝗶-𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲𝘀 𝘄𝗶𝘁𝗵 𝗘𝘁𝗼𝗻 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀   In today's fast-paced landscape, Eton Solutions empowers Multi-Family Offices to optimize their processes through innovative AI-driven technologies.   Clients recognize the transformative power of EtonAI™ in enhancing operational efficiency: “By leveraging EtonAI™, we’ve automated document organization and retention processes, achieving a significant 50% reduction in human involvement while maintaining high accuracy. This capability accelerates operational efficiency and unlocks opportunities in investment analysis, invoice tracking, and estate planning summarization. I do not doubt that EtonAI™ can be a potential game-changer. By utilizing this AI-based technology, we see countless opportunities to unlock efficiencies in our legacy processes.” - US MFO client   𝗪𝗵𝘆 𝗖𝗵𝗼𝗼𝘀𝗲 𝗘𝘁𝗼𝗻 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀?   🔹 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵, 𝗟𝗼𝗰𝗮𝗹 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 Eton Solutions empowers you to operate seamlessly across 54+ countries while staying compliant with local data regulations. From artificial intelligence and multilingual support to multi-currency management, tax compliance and local bank integration, we provide the solutions you need to manage your business effortlessly, no matter where you are.   🔹 𝗨𝗻𝗺𝗮𝘁𝗰𝗵𝗲𝗱 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 We prioritize data protection with industry-leading certifications, including ISO 27001 (Security), ISO 27701 (Privacy), ISO 42001 (AI), SOC 1 and SOC 2. Our Bring Your Own Key (BYOK) encryption feature guarantees you complete control and privacy over your data.   🔹 𝗦𝗶𝗻𝗴𝗹𝗲 𝗦𝗼𝘂𝗿𝗰𝗲 𝗼𝗳 𝗧𝗿𝘂𝘁𝗵 Eton Solutions simplifies your wealth management operations by unifying your investment, accounting, and tax data into one integrated system. Our platform provides a consistent and reliable source of truth, ensuring seamless access to data for smarter decision-making and operational efficiency.   🔹 𝗦𝘂𝗽𝗲𝗿𝗰𝗵𝗮𝗿𝗴𝗲 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻-𝗠𝗮𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗘𝘁𝗼𝗻𝗔𝗜𝗧𝗠 With 400+ use cases, our WealthAI solution provides intelligent document processing, investment analysis, and deeper insights to optimize wealth intelligence strategies.   🔹 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 𝗮𝗻𝗱 𝗧𝗿𝘂𝘀𝘁 Our commitment to Responsible AI ensures ethical, reliable decision-making. We are the world’s first wealth tech solution with ISO 42001 (Artificial Intelligence) certification*. With rigorous model validation, secure and private AI systems, and continuous oversight, we ensure every AI-driven decision is ethical, reliable, and empowers you to make informed choices with confidence.    Experience the next level of wealth intelligence with Eton Solutions, where you don’t just manage data — you enhance it.   Discover the most integrated, secure, and intelligent solution available today. https://lnkd.in/dBZj23C8 #WealthManagement #EtonSolutions #EtonAI *expected by end Apr 2025

Artificial Intelligence is no longer just a tool for efficiency—it’s becoming a core driver of smarter investment decisions and scalable, personalised advice.   We’re pleased to invite you to an exclusive virtual panel featuring Bryan Henning, SVP, Head of International at Eton Solutions, during the upcoming Hubbis Webinar on Thursday, April 17th, from 3:00PM to 4:00PM HKT/SGT.   In this 60-minute discussion, Bryan Henning will join senior figures from Asia’s leading wealth management firms to explore how AI is reshaping advisory workflows—driving smarter decision-making, scalable engagement, and hyper-personalised reporting. As firms look to future-proof the client experience, this session will unpack how AI is becoming a key driver of differentiation, efficiency, and better outcomes across the industry.   Key Topics on the Agenda: ✅ Current Integration and Impact: The most significant AI-driven gains across investment analysis, personalization, and operations ✅ Hyper-Personalization at Scale: How AI tailors advice in real time for HNW and UHNW clients ✅ Risk Management: Using AI for faster, smarter risk identification and mitigation ✅ Agentic AI: Exploring the next frontier—systems that don’t just analyze but act ✅ Balancing Tech with Trust: Preserving human connection in an AI-enhanced advisory model ✅ Implementation Challenges: From data quality to transparency and ethical use ✅ Scaling Quality Advice: Delivering high-touch service across broader client segments ✅ Future Outlook: What the next wave of AI tools means for wealth managers 👉 Register Here: https://lnkd.in/dMMGemSA We look forward to seeing you online for this essential conversation on the next chapter of digitisation—and the rising impact of AI in wealth management.

𝗘𝘁𝗼𝗻 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗿𝗲𝗱𝗲𝗳𝗶𝗻𝗲𝘀 𝘄𝗵𝗮𝘁 𝗮 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝗰𝗮𝗻 𝗯𝗲. 𝗪𝗲 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗼𝗻𝗹𝘆 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱, 𝘀𝗲𝗰𝘂𝗿𝗲 𝗪𝗲𝗮𝗹𝘁𝗵𝗔𝗜 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱. Here’s how we stand out in the marketplace. 🔹𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵, 𝗟𝗼𝗰𝗮𝗹 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 Eton Solutions empowers you to operate seamlessly across 54+ countries while staying compliant with local data regulations. From artificial intelligence and multilingual support to multi-currency management, tax compliance and local bank integration, we provide the solutions you need to manage your business effortlessly, no matter where you are. 🔹𝗨𝗻𝗺𝗮𝘁𝗰𝗵𝗲𝗱 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 Certified with industry-leading standards, including ISO 27001 (Security), ISO 27701 (Privacy), ISO 42001 (Artificial Intelligence), SOC 1 and SOC 2, our platform offers unparalleled protection. Plus, our unique Bring Your Own Key (BYOK) encryption feature gives you complete control over your data, guaranteeing privacy and security without compromise. 🔹𝗦𝗶𝗻𝗴𝗹𝗲 𝗦𝗼𝘂𝗿𝗰𝗲 𝗼𝗳 𝗧𝗿𝘂𝘁𝗵 Say goodbye to fragmented data! Eton Solutions simplifies your wealth management operations by unifying your investment, accounting, and tax data into one integrated system. Our platform provides a consistent and reliable source of truth, ensuring seamless access to data for smarter decision-making and operational efficiency. 🔹𝗦𝘂𝗽𝗲𝗿𝗰𝗵𝗮𝗿𝗴𝗲𝗱 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻-𝗠𝗮𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗪𝗲𝗮𝗹𝘁𝗵𝗔𝗜 With 400+ use cases, our WealthAI solution offers intelligent document processing, investment analysis, and deeper insights. Leverage your data like never before to enhance decision-making. 🔹𝗛𝗼𝗹𝗶𝘀𝘁𝗶𝗰 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Eton Solutions manages an impressive $936 billion on the AtlasFive® platform and processes over 14.2 million transactions annually. As the only fully integrated AI solution for wealth management, we provide a foundation for AI-powered insights that help you unlock the full potential of your data. Our platform enriches your information with real-time analytics and comprehensive integration, enabling you to test, model, and overcome real-world limitations, thereby gaining a distinct competitive edge. When it comes to your family’s legacy, don't settle for less. Eton Solutions combines cutting-edge technology, unparalleled security, and robust data management to provide a truly integrated wealth intelligence experience. We are the only integrated, secure WealthAI solution in the industry now. Discover how Eton Solutions can transform your family office today! https://lnkd.in/dBZj23C8 #WealthManagement #EtonSolutions #EtonAI #DataSecurity #FamilyOffice

Top family offices are transforming their operations with next-generation tech.   Join us in Chicago on Tuesday, April 29, 2025, for the FOX Technology Regional Forum, where Eton Solutions will deliver hands-on demos and share practical insights on how innovation is driving efficiency, accuracy, and agility in family office operations.   Hosted by Family Office Exchange, this in-person event gives members a chance to engage directly with us through dedicated one-hour sessions featuring product demonstrations, panel discussions, and thought leadership on the latest trends across accounting, investing, philanthropy, and more.   What to Expect from Eton Solutions: 🔹 Live Demo: EtonAI™ and AtlasFive® in Action Discover how Eton Solutions is redefining family office operations with EtonAI™—the first generative AI application purpose-built for the family office industry. Seamlessly integrated with AtlasFive®, our AI-driven, cloud-native platform, EtonAI™ delivers Intelligent Document Processing (IDP), advanced investment portfolio analysis, and semantic search capabilities. Enhance efficiency, streamline workflows, and unlock deeper intelligence to power smarter, more strategic decision-making.   Location: Chicago, IL 60606, United States, 30 S Wacker Drive, Suite 3300 Date: Tuesday, April 29, 2025 Time: 8:30 AM – 4:00 PM CST   👉 Register Here: https://lnkd.in/dw-SNkBJ

How are leading family offices using fintech to future-proof their operations?   We’re thrilled to participate in the Family Wealth Report Family Office Fintech Forum 2025, where technology leaders, family office executives, and investors come together to explore the next generation of solutions shaping the wealth management landscape.   What to Expect: 🔹 Keynote: The AI-First Family Office – Discover a bold vision for the family office of 2030—powered by AI, driven by data, and built for agility. This session will outline the five pillars of the AI-first family office and how to start your transformation today. 🔹 Live Demos & Tech Spotlights – Experience real-world demonstrations of cutting-edge tools designed to streamline operations, enhance data visibility, and strengthen risk management. 🔹 Real Family Office Case Studies – Learn from family offices that have successfully implemented AI and automation, uncovering tangible benefits like reduced costs, streamlined reporting, and improved risk oversight. 🔹 Panels, Fireside Chats & Roundtables – Explore the balance of tech and service, best practices in post-implementation reviews, cybersecurity readiness, and how to evaluate and select fintech vendors with confidence.   As part of the program, we’ll showcase EtonAI™, our proprietary market-leading artificial intelligence system tailored specifically for wealth management. With 400+ use cases, it offers Intelligent Document Processing (IDP) for 250+ document types, investment portfolio analysis with a chat interface, and the ability to write investment theses using your private data. Features like semantic search and contextual insights enable you to access and interpret information effortlessly. EtonAI™ empowers you to optimize workflows, enhance efficiency, and unlock deeper intelligence to stay ahead in managing your wealth.   Who Should Attend: 🔹 Family office executives and operations leaders 🔹 CIOs and tech decision-makers 🔹 Wealth management professionals seeking digital transformation   Date: Thursday, April 24, 2025 Time: 8:30 AM – 6:00 PM EST Location: Citco, 350 Park Ave 29th floor, New York, NY 10022, United States   👉 Register Here: https://lnkd.in/ezcBUQhG   We look forward to insightful conversations, practical takeaways, and connecting with peers who are embracing innovation to shape the future of family offices.

Artificial Intelligence is no longer just a tool for efficiency—it’s becoming a core driver of smarter investment decisions and scalable, personalised advice.   We’re pleased to invite you to an exclusive virtual panel featuring Bryan Henning, SVP, Head of International at Eton Solutions, during the upcoming Hubbis Webinar on Thursday, April 17th, from 3:00PM to 4:00PM HKT/SGT.   In this 60-minute discussion, Bryan Henning will join senior figures from Asia’s leading wealth management firms to explore how AI is reshaping advisory workflows—driving smarter decision-making, scalable engagement, and hyper-personalised reporting. As firms look to future-proof the client experience, this session will unpack how AI is becoming a key driver of differentiation, efficiency, and better outcomes across the industry.   Key Topics on the Agenda: ✅ Current Integration and Impact: The most significant AI-driven gains across investment analysis, personalization, and operations ✅ Hyper-Personalization at Scale: How AI tailors advice in real time for HNW and UHNW clients ✅ Risk Management: Using AI for faster, smarter risk identification and mitigation ✅ Agentic AI: Exploring the next frontier—systems that don’t just analyze but act ✅ Balancing Tech with Trust: Preserving human connection in an AI-enhanced advisory model ✅ Implementation Challenges: From data quality to transparency and ethical use ✅ Scaling Quality Advice: Delivering high-touch service across broader client segments ✅ Future Outlook: What the next wave of AI tools means for wealth managers 👉 Register Here: https://lnkd.in/dMMGemSA We look forward to seeing you online for this essential conversation on the next chapter of digitisation—and the rising impact of AI in wealth management.

Asia’s Wealth in the Age of Disruption 🌏 In an increasingly volatile geopolitical landscape — marked by ongoing conflict, rising populism, and shifting global alliances — wealth is becoming more mobile, cautious, and complex. From the Russia-Ukraine war to the Middle East conflict, U.S. tariffs, sanctions, and deglobalization, ultra-wealthy families are rethinking everything: where they live, how they structure their wealth and how to protect their family's legacy. We’ll be unpacking this topic and more at the upcoming Hubbis Independent Wealth Management Forum – Singapore 2025, where Bryan Henning, Head of International at Eton Solutions, will lead a focused workshop on how technology can future-proof family offices. 🗓️ Wednesday, April 9th, 2025 at The Glasshouse, Andaz Hotel, Singapore 2pm, 2.40pm & 3.20pm workshops (limited pax per workshop)   Workshop Topic: Optimizing Family Office Operations: Leveraging Technology for Efficiency and Growth   Bryan will be discussing these topics: ✅ Building a Scalable and Efficient Family Office ✅ Investment Reporting: Public vs. Private Assets ✅ Leveraging Automation and AI for Better Decision-Making ✅ Running a Family Office as an Institutional-Grade Investment Platform Spaces are limited—secure your spot now to engage directly with industry leaders and discover how technology can transform your family office operations. 👉  Register here: https://lnkd.in/gmrq93pC   We look forward to connecting with you in Singapore!   #Hubbis2025 #WealthManagement #FamilyOffice #UHNW #Geopolitics #Trump2024 #SuccessionPlanning #ResidencyStrategy #EtonSolutions #EtonGPT

Wondering how top family offices are using technology to stay ahead? We’re excited to participate in FOX’s Premier Technology and Risk Management Day, where Eton Solutions will showcase how our purpose-built platform is transforming operations, improving risk management, and supporting long-term success in family offices. What to Expect from Eton Solutions: 🔹 Live Demo: AFO iPad App – Aaron Olive, VP of Sales, will walk through our intuitive iPad interface, designed to simplify workflows and empower on-the-go decision-making. 🔹 What Makes Eton Unique – Robert Mallernee, CEO, will share the vision behind Eton Solutions and how our platform is built for the complexities of the modern family office. 🔹 Client Success Stories – Rob will also highlight real-world challenges our clients have overcome using AtlasFive®, our all-in-one, integrated platform. About the Event: Hosted by Family Office Exchange, this full-day event brings together thought leaders, technology innovators, and risk experts for a deep dive into operational technologies and risk solutions tailored to family offices. You'll experience product demonstrations, panel discussions, and peer exchange—all designed to help you optimize your approach to technology and risk. Who Should Attend: 🔹 Family office executives and advisors 🔹 Technology and operations leaders 🔹 Professionals exploring digital transformation in wealth management 📍 Open to all FOX members | Included with membership We look forward to connecting and sharing how we’re helping family offices transform with technology.

Eid Mubarak from the Eton team! May this blessed day bring joy, peace and prosperity to you and your loved ones.   #EidMubarak #Family #Eton

A huge thank you to all who joined us at Campden Wealth’s 14th Family Office & Investment Forum at the Fullerton Hotel, Singapore on March 19, 2025. It was a pleasure engaging with industry leaders on how AI and frontier technologies are reshaping family office operations. During our one-hour afternoon workshop, Bryan Henning, Senior Vice President & Head of International at Eton Solutions, led an insightful session on: 🔹 AI-driven decision-making and operational transformation 🔹 Automation to enhance efficiency and streamline processes 🔹 Big data analytics for strategic planning 🔹 Cybersecurity measures to protect sensitive information A special thank you to Campden Wealth and Dominic Samuelson for organizing such a fantastic event. The future of family offices is evolving rapidly, and we’re excited to be at the forefront of this transformation. Click here to find out how you can Future Proof your Family Office with AI: https://lnkd.in/dej2qJd6 #EtonSolutions #FamilyOffice #AI #CampdenWealth #WealthManagement #Innovation #Cybersecurity #BigData #Automation