Eton Solutions launches EtonAxis to digitise investment operations

By Vriti Gothi

Eton Solutions, the wealth management technology provider managing over $1.3 trillion in assets, has expanded its platform suite with the launch of EtonAxis™, a solution tailored for private equity (PE) firms worldwide. The platform has already been adopted by leading global PE firms to manage multi-step workflows, including deal tracking, digital investor onboarding, secure document sharing, and portfolio company collaboration.

Private equity operations often involve managing tens or even hundreds of funds simultaneously, with workflows that remain largely manual and distributed across multiple software systems and documents. Scaling these processes has traditionally required larger teams rather than greater efficiency. EtonAxis™ seeks to centralize these functions, enabling automation and streamlining of complex processes.

“PE firms around the world are dealing with vast amounts of confidential investment and personal data and are overloaded with tasks that need to be carried out with precision,” said Satyen Patel, Executive Chairman of Eton Solutions. “They are eager to move away from legacy technologies that keep them bogged down, but also cautious of transitioning to the modern technology they need to support their AI and automation ambitions. We are pleased to be working with leading PE firms across the globe through the digitization of their operations with Eton.”

EtonAxis™ integrates accounting, investment, and capital books (ABOR/IBOR/CBOR) into a unified system, providing daily transaction updates and creating a single source of truth for fund managers. Key features include:

• Investor visibility across complex shareholding structures.

• Lifecycle tracking for deals and investor onboarding.

• Secure document sharing with stakeholders.

• Collaboration tools for portfolio companies.

• Automated fund accounting and treasury management workflows.

• Centralized dashboards offering detailed insights into funds, deals, and investors.

Firms can also leverage EtonAI™ to enhance decision-making, scale operations, and accelerate fund accounting processes, including net asset value (NAV) calculations and performance fee allocations.