ETON SOLUTIONS

Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable mobile applications for use as a comprehensive database management system featuring functions for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, and data aggregation, with integrated reconciliation and verification, utilizing a single integrated database