etops Wealth Discovery is designed to consolidate liquid and illiquid assets across custodians, offering a true 360° view of client wealth. Advisors can navigate portfolios, analyse positions, and generate reports, all from one place. This interoperability enables strategy alignment, benchmark comparison, and access to position-level details and transaction analytics.
But it doesn’t stop there.
With integrated document exchange, CRM features like contact reports and relationship mapping, and compliance tools built into the same environment, etops Wealth Discovery ensures that advisors can manage complex client structures without switching platforms or losing context.
Interoperability is not limited to etops Wealth Discovery. It’s a principle that runs through the entire Etops product suite:
When data flows smoothly between systems, advisors spend less time fixing errors and more time delivering value. Clients get a clear view of their wealth, aligned with their strategy and benchmarks. And with features like fund look-through, fee transparency, and structured reporting, they feel informed and in control.
Interoperability also reduces operational risk. By eliminating manual data transfers and fragmented workflows, firms can ensure consistency across reporting, compliance, and client communication. This is especially critical in a regulatory environment shaped by MiFID II, ESG mandates, and increasing scrutiny on data governance.
Etops serves over 1,000+ B2B clients across the wealth and asset management industry, from private banks and family offices to institutional asset managers and insurers.
Our platforms are modular, scalable, and built to adapt.
Whether you’re launching a new client portal, integrating ESG analytics, or streamlining mid-back-office operations, Etops helps you do it faster, with less friction.
Discover how Etops can help you unify your systems, streamline your workflows, and deliver consistent, trusted client experiences.