Eton Solutions LP

Chapel Hill, NC

ETON Solutions is a third-generation wealth management technology firm developing and offering the most comprehensive, integrated wealth management platform for the family office and multi-family office market. The firm was founded based on deep domain expertise in the family office field supplemented by strong systems development and client service teams. 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 the 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.