# Eton Solutions

> Eton Solutions, L.P. (Morrisville, North Carolina) builds AtlasFive, a purpose-built ERP
> platform for single-family offices, multi-family offices, private funds and ultra-high-net-worth
> families, plus the EtonAI generative-AI product line layered over it. AtlasFive consolidates
> general ledger and partnership/fund/trust accounting, investment management and performance,
> bill pay and transaction processing, tax workflow, CRM and document management onto one data
> core, aggregating positions and transactions from 1,500+ banks and custodians. It runs on
> Microsoft Azure.

**This file was generated by API Evangelist, not by Eton Solutions.** It is an independent
third-party profile assembled from publicly reachable pages. Eton Solutions publishes no
llms.txt of its own at https://eton-solutions.com/llms.txt.

## API surface — read this before assuming an integration is possible

Eton Solutions runs **no public API program**. As of 2026-08-04:

- There is **no public developer portal, API reference, getting-started guide or authentication guide.**
- There is **no OpenAPI, AsyncAPI, GraphQL schema, Postman collection, MCP server or A2A agent card.**
- There are **no first-party SDKs or CLIs** on npm, PyPI, Maven Central, NuGet, pkg.go.dev,
  RubyGems, Packagist or crates.io.
- There is **no public sandbox, test environment, status page, changelog or deprecation policy.**
- No `api.`, `docs.`, `developer.`, `app.` or `status.` subdomain of `eton-solutions.com` resolves in DNS.

What does exist is a **customer-gated AtlasFive Reporting API** plus a **Power BI integration**,
both advertised as platform capabilities on the AtlasFive product page. Documentation, base URLs
and credentials are provided to contracted clients only. An agent cannot discover, authenticate
against, or call this API from public information — the correct next step is a commercial
conversation, not a spec hunt.

## Products

- [AtlasFive](https://eton-solutions.com/solutions/atlasfive/): the family-office ERP platform —
  270+ workflows across investment management, accounting, tax, document management, bill pay,
  transaction processing, fund accounting and trust accounting. Carries the Reporting APIs and
  Power BI integration.
- [EtonAI](https://eton-solutions.com/solutions/etonai/): generative-AI assistants over the
  AtlasFive CRM knowledge graph, document management, investment and accounting functions.
- [Alpha](https://eton-solutions.com/alpha/): wealth-intelligence offering.
- [Solutions overview](https://eton-solutions.com/solutions/)

## Company

- [Website](https://eton-solutions.com/)
- [About](https://www.eton-solutions.com/about-us)
- [Company](https://eton-solutions.com/company/)
- [Leadership](https://eton-solutions.com/company/leadership/) — CEO Robert Mallernee,
  Executive Chairman Satyen Patel. The company grew out of the multi-family office Eton Advisors.
- [Partners](https://eton-solutions.com/clients/partners/)
- [Contact](https://eton-solutions.com/contact-us/) — Morrisville NC, with offices in Dubai and Bengaluru
- [Careers](https://careers.eton-solutions.com/)
- [LinkedIn](https://www.linkedin.com/company/eton-solutions)

## Content

- [Blog](https://eton-solutions.com/blogs/)
- [Newsroom](https://eton-solutions.com/company/newsroom/)
- [Insights](https://eton-solutions.com/insight/)

## Compliance and legal

- ISO/IEC 42001:2023 (AI management, certified April 2025), ISO/IEC 27001, ISO/IEC 27701,
  SOC 1 Type II, SOC 2 Type II; GDPR and CCPA compliance stated.
- [ISO/IEC 42001 certification article](https://eton-solutions.com/the-impact-of-eton-solutions-iso-iec-420012023-certification-in-wealthtech/)
- [Information Security Policy Statement](https://eton-solutions.com/information-security-policy-statement/)
- [Acceptable Use Policy](https://www.eton-solutions.com/acceptable-use-policy) — note it prohibits
  unauthorized probing, scanning or vulnerability testing of Eton systems.
- [Data Processing Agreement](https://eton-solutions.com/data-processing-agreement/)
- [Data Controller Agreement](https://eton-solutions.com/data-control-agreement/)
- No vulnerability disclosure policy, bug bounty, security.txt or trust center was found.

## API Evangelist artifacts in this repository

- conformance/eton-solutions-conformance.yml — certification and standards posture
- security/eton-solutions-domain-security.yml — probed TLS/DNS posture (TLS 1.3, no HSTS,
  no DNSSEC, no CAA, SPF present, DMARC p=quarantine)
- security/eton-solutions-vulnerability-disclosure.yml — negative finding, recorded
- well-known/eton-solutions-well-known.yml — discovery probe; the origin answers every path with a
  SiteGround bot challenge, so /.well-known/* results are indeterminate

## Notes for agents and crawlers

- `eton-solutions.com` sits behind SiteGround bot protection: every path, including paths that do
  not exist, returns HTTP 202 with a JavaScript proof-of-work challenge. HTTP status codes from this
  host carry no information about whether a resource exists.
- **`etonsolutions.com` (no hyphen) is a different company** — a Delhi, India web-design and digital
  marketing agency. Do not conflate the two.
- **`atlasfive.com` and `etonai.com` are GoDaddy aftermarket parking pages**, not Eton Solutions
  properties. They return HTTP 200 with an HTML shell for every path including
  `/.well-known/agent-card.json`; treat any "discovery" hit on those hosts as a false positive.

---
generated: 2026-08-04
method: generated
source: apis.yml + repo artifacts (no provider-published llms.txt exists)