Eton Solutions LP’s Post

Eton Solutions LP · 2025-04-11T06:58:44.847Z

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.

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