Discover more in your data

Easier, faster, smarter – our revolutionary app empowers wealth and asset managers, family offices, or banks to simplify everyday work, become more efficient and make the right decisions to provide outstanding services to their clients.

Your new financial superpower

Make better decisions

Analyze large data sets and reduce complexity to make better decisions with your clients.

Etops feature
Etops features

Be more efficient

Streamline your work throughout the client process while staying compliant with regulations.

Get a smart assistant

Delegate daily tasks to your Etops Co-Pilot and get real-time insights and suggestions.

Etops features

Your trusted partner in wealth management

We are a swiss tech company with over a decade of experience. With first-class products and services we help you navigating the future of wealth and investment management.

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Data-driven

We build data-driven products leveraging the power of the cloud, machine learning and genAI.

Service-oriented

We support you with mid- and back-office services to ensure seamless and fast operations.

Scalability-focused

We enable flexibility in the integration of third-party solutions and the extension of functionalities via APIs.

Etops Operating System

First-class products and services require a powerful operating system. With etopsOS, our real-time wealth analytics system, we can solve complex puzzles for the entire wealth and investment management industry.

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Etops homepage api

How to build apps in weeks not years

Use our scalable RESTful APIs with powerful wealth analytics fully integrated in your system landscape and client experience.

Why our clients choose us

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.

David Schneider

COO, Verium AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

Alexander Sinn

Co-Founder and CEO of 47 Capital AG

Die Lösung von Etops erlaubt es uns viel Zeit zu sparen und ist effizient gestaltet, damit wir uns auf das Kerngeschäft konzentrieren können. Die detaillierten Reportings haben unseren Service deutlich verbessert und können somit unseren Kunden einen klaren Mehrwert bieten.

Anthony Gimigliano

Head Institutional Desk Swissquote

Mit wenigen Klicks haben die Mitarbeiter Zugang zu allen wichtigen Informationen und somit mehr Zeit sich auf ihre Kernkompetenzen zu fokussieren, nämlich fundierte und anlegerbezogene Entscheide zu treffen.

Sacha Fedier

CEO VT Wealth Management

Mit Etops sind wir schneller und dank Automatisierung auch zuverlässiger und sicherer unterwegs.

Patrick Marty

COO Finaport Group

Experience your new financial superpower

Let us demonstrate what the Wealth Discovery App and etopsOS can do for your business.

Use Cases

You have the challenge,
we have the solution

We understand the diverse challenges in the financial industry and offer solutions for a wide range of liquid and illiquid assets. Find out how you can best use our products and services, separately or combined in our leading wealth data platform.

More about Etops

Find out more about our proven services and the company.

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Who we are

About Etops

We are a swiss-based tech innovation company with over a decade of experience in wealth management software and services.

Service Outsourcing

Discover more services for asset managers and family offices to leverage your business.

Data Intelligence

Explore our advanced industry-agnostic analytics services tailored to your evolving business needs

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Come and work with us

Career

We are always looking for talented people joining our team.

Services

We take over

Take advantage of our services tailored to support your business.

Service Outsourcing

Our mid- and back-office team creates factsheets and reports in no time.

Data Intelligence

We cover your data management from collection to visualization and beyond.

Career

Join the team

Take the next big step in your career and join us.

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Blog

Did you know that...?

Read about trends from the financial industry, combined with lots of insights and expert knowledge from Etops.

Award-Winning Portfolio Management: Essential Components for Wealth Managers and Family Offices
Category
5 min read

Award-Winning Portfolio Management: Essential Components for Wealth Managers and Family Offices

Etops was recently honored as the Winner of 2024 in the Portfolio Management Solution category by the WealthBriefing Award. This article delves into the essential components of an effective portfolio management system, exploring features such as strategy setup, model portfolio management, rebalancing, monitoring, and consolidated reporting for both liquid and illiquid assets, shedding light on what contributed to this prestigious recognition.
Maximizing Financial Insights
Category
5 min read

Maximizing Financial Insights

The power of grouping assets and real-time wealth analytics: In the dynamic world of finance, staying ahead requires more than just keeping an eye on your investments. The way we organise and analyse our assets can significantly impact our financial decisions. In this article, we will explore the importance of grouping asset classes, rearranging views, and leveraging real-time wealth analytics to unlock valuable insights.
The perfect investment portfolio?
Category
5 min read

The perfect investment portfolio?

The pragmatic approach to wealth consolidation, analytics, and comprehensive reporting across liquid and illiquid Investments: In the world of wealth & asset management, investors face the challenge of balancing liquid and illiquid investments for optimal portfolio performance. This blog sheds light on the pragmatic use of wealth consolidation and analytics, emphasising the importance of comprehensive reporting across various asset classes.