Solution introduction

Boost productivity by up to 10x with intelligent automation

EtonAI™ is a next-generation AI platform purpose-built for the operational complexity of wealth management

Powered by autonomous agents, it supports 400+ use cases across document processing, investment reporting, accounting, due diligence, reconciliation, tax workflows, and more—augmenting your staff and delivering value across every workflow.

A proven AI leader in the WealthAI and wealth management space, Eton Solutions has delivered advanced AI solutions since 2020—beginning with expert systems and machine learning for data processing and intelligent workflow routing. In 2023, we advanced these capabilities by integrating large language models (LLMs), running a successful beta program with select clients before a full-scale launch in 2024. Available as a seamless extension of AtlasFive® or as a standalone platform, EtonAI™ drives up to 90% improvements in speed, accuracy, and efficiency across core wealth management processes.

 

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