Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

The Firm Partners with Eton Solutions to Cut Processing Time by 80%,  Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions Shade Tree Advisors, a multi-family office serving high-net-worth families, is working with EtonAI™ by Eton Solutions to significantly streamline its operations. Eton Solutions’ wealth management platform supports more than $1.4 trillion in assets for over 1000 of the world’s wealthiest families. By integrating the company’s artificial intelligence into its core workflows, Shade Tree...

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