Eton Solutions Expands Wealth Management Suite to Fund Managers Worldwide

Eton Solutions, the technology company whose wealth management platforms manage over $1.3 trillion in assets, has launched EtonAxis to serve private equity users worldwide. The solution has been notably adopted by global PE firms so they can manage key multi-step workflows, including tracking entire deal lifecycles, digitally onboarding investors, securely sharing documents with external stakeholders, and collaborating with portfolio companies.

For private equity firms that manage tens to hundreds of funds simultaneously, everyday processes are still largely manual and spread across multiple software solutions, documents, data sources, and stakeholders. Scaling these processes has traditionally meant scaling teams without necessarily increasing efficiency. The key to changing this isn’t just introducing more technology; it’s centralizing all those factors into a single platform, so that time-consuming tasks can be automated, and complex processes can be streamlined.

Eton Solutions has built an ecosystem to meet every PE firm and wealth management needs and has the security, privacy, workflow and data foundation necessary to do so. Firms can additionally leverage EtonAI^TM to streamline complex workflows, scale output, and enhance decision-making processes.

Within EtonAxis^TM, fund managers can:

• Get unified books of record with seamless integration of accounting, investment, and capital books (ABOR/IBOR/CBOR) with daily transaction updates, creating a single source of truth.
• Provide investors with look-through visibility into shareholding details across complex multi-tiered entity structures.
• Track deals and investor onboarding across the entire lifecycle for faster workflows.
• Enhance investor onboarding with simplified digital onboarding experiences.
• Share documents securely with investors, lawyers, and other stakeholders for faster execution.
• Collaborate with portfolio companies, allowing them to share critical details and updates securely and drive efficiency in deal closing and quarter-end valuations.
• Automate fund accounting processes with customized workflows through Eton AI, reducing the time it takes to calculate net asset value (NAV).
• Enable treasury management, including processing automated cash activity, real time payments and updating transactions in a single workflow to avoid duplicate efforts.
• Use the global dashboard for full insight into funds, deals and investors with micro details to enable quicker management decision making.
• Provide partnership and expense allocation to calculate complex management and performance fees and allocate management expenses to funds automatically with full transparency and required audit trails.

Built on Eton Solutions’ decades of wealth management and financial domain expertise, its expanding suite of solutions now serves a global client base of Single and Multi-Family Offices, Private Equity firms, Real Estate Funds, Fund of Funds, Registered Investment Advisors, Accounting Firms, Business Managers and Global Private Banks.

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