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Etops Product Finder
Find the perfect product for your needs.
- Wealth Manager
- Asset Manager
- Family Office
- IFA
- Bank
- Insurance
- Developer
- Generating new client leads
- Managing my clientbook
- Providing personal investment advice
- Providing digital investment advice
- Archiving of client conversations ('taping')
- Managing investment portfolios
- Managing orders and execution
- Establishing connectivity with brokers and custodians
- Analyzing client data
- Outsourcing my middle- and back-office activities
Your trusted partner for navigating the future of asset & wealth management
Our platform provides insights, services, and tools that empower you to solve complex problems around your clients’ financial lives. With our technology, you can be more efficient, make better decisions, and deliver a better outcome for your clients.
Who we serve
Etops empowers financial institutions across the entire wealth and asset management ecosystem with modular, scalable SaaS solutions. We support asset managers, wealth managers, independent financial advisors (IFAs), family offices, banks, insurance companies, and developers in portfolio management, automating reporting, ensuring regulatory compliance, and delivering superior client experiences.
Asset Managers
- Centralize portfolio, risk, and performance data across all mandates
- Automate reporting and calculations to scale operations efficiently
- Integrate seamlessly with custodians, data providers, and downstream systems
Wealth Manager
- Get a holistic view of client portfolios across banks, assets, and structures
- Deliver transparent, client-ready reporting with minimal manual effort
- Focus on client advice and relationships while the platform handles complexity
Independent Financial Advisors (IFAs)
- Elevate your advisory services without increasing operational workload
- Support long-term financial planning with consolidated, reliable data
- Identify risks, opportunities, and allocation gaps across client portfolios
Family Offices
- Consolidate complex, multi-asset and multi-entity structures in one view
- Maintain transparency and control across liquid and illiquid assets
- Reduce operational risk with robust data governance and auditability
Private Banks
- Support advisory and discretionary mandates with accurate, real-time portfolio data
- Enhance client experience through high-quality reporting and insights
- Integrate etops into your IT landscape without replacing core systems
Insurances
- Equip your advisors with consolidated portfolio data across all client relationships
- Streamline advisory workflows and reporting to improve advisor productivity and consistency
- Identify risks, opportunities, and allocation gaps to support better client outcomes
Developers
- Access a modular platform with APIs for integration and extension
- Build custom workflows, frontends, or analytics on top of etops APIs
- Accelerate development with a proven financial data backbone
About us
Our vision is to revolutionize the wealth and asset management industry by empowering advisors and institutions with AI-driven, scalable, and end-to-end digital solutions, making financial services simpler, fairer, and universally accessible.
2000
+Clients
275
+Etops Team Members
€500
bnAUM
Etops Product Finder
Discover the right product for your needs with our Product Finder. Whether you’re a wealth manager, asset manager, family office, private bank or insurance professional, our tailored recommendations ensure you find the perfect tools to achieve your goals.
Data-driven
We build data-driven products leveraging the power of the cloud, machine learning and genAI.
User-friendly
We design intuitive, easy-to-use interfaces and workflows, ensuring that our solutions adapt seamlessly to your needs and enhance your daily operations.
Scalable
We grow with you and enable flexibility in the integration of third-party solutions and the extension of functionalities via APIs.
Alexander Sinn
Anthony Gimigliano
Sacha Fedier
Patrick Marty
Thomas Ritschard
Florian Stürchler
Latest news
Stay up to date with the latest developments, insights, and trends in wealth and asset management. Explore our recent blog posts, company updates, and industry news to see how we’re driving innovation and delivering value for our clients.
Careers
Be a part of shaping the future of wealth and asset management at our group. Explore exciting career opportunities where innovation, collaboration, and personal growth thrive. Whether you’re just starting out or an experienced professional, join us in driving change and making an impact in the financial industry.
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