Eton Solutions has announced that its generative AI platform, EtonAI, is now widely available beyond family offices to include private equity firms and RIAs. The platform, initially launched in September 2024 as EtonGPT and tied closely to the AtlasFive ERP, is now positioned as a standalone solution capable of automating workflows such as onboarding entities, bill pay, reconciliations, and tax processing.
Eton lists the following use cases:
- Document ingestion & data extraction – Automates processing of statements, K-1s, tax forms, private equity documents, and onboarding files.
- Back-office automation – Manages bill pay, transaction uploads, GL coding, reconciliations, and month-end close.
- Investment & research support – Summarises prospectuses, supports due diligence, and assists with portfolio analysis.
- Compliance & audit workflows – Supports estate plan reviews, compliance checks, and audit preparation.
- Productivity & communications – Drafts emails, meeting summaries, reports, and investment materials.
- Client onboarding & governance – Streamlines onboarding, document management, and entity and ownership oversight.
The company also revealed that EtonAI has achieved ISO 42001 certification for meeting international standards in privacy, cybersecurity, transparency, and bias.