The latest technology news in the wealth management sector in North America.

Eton Solutions, Trigen Wealth
Eton Solutions, which provides cloud-based services for family offices, has continued to build out its India business. It announced today that it will be the exclusive technology partner of Trigen Wealth, a new multi-family office in the country.

Prime Trigen Wealth Limited, to give its full name, is a wholly-owned subsidiary of Prime Securities Ltd, a listed business.

In July last year, Eton launched its enterprise reporting platform (ERP), AtlasFive, in India. Its launch client was Catamaran, the family office of Infosys’s founder, Narayana Murthy.

Eton Solutions has been present in India for five years, and employs 375 people in its technology center in Bengaluru, supporting clients globally.

Additionally, Eton Solutions said it will set up in GIFT City, Gujarat, in the “near future.” This new tech center will be a hub for Eton Solution's operations in India.

The firm’s ERP platform harnesses AI-driven software to serve family offices; it manages more than $936 billion for 723 families worldwide. Eton Solutions, which is based in North Carolina, was formed about 10 years ago by Eton Advisors, the family office. (See this interview here with Brian Hughes, Eton Advisors' president.) In May 2023, Eton Solutions launched what it said was an industry-first Administrative Family Office (AFO)™. This is for ultra-high net worth families, starting from $25 million in assets, offering the same capabilities as large SFOs. In September 2023, Eton Solutions opened an office in the United Arab Emirates; it also established an international headquarters in Singapore. (See an interview with Eton Advisors here.)