Your new financial superpower

Our app includes built-in features for regulatory compliance, such as KYC, AML, and PEP classification tools, ensuring seamless adherence to industry standards.

Absolutely! You can create flexible, visually appealing reports tailored to different needs—be it for clients, internal teams, or regulatory bodies.

Yes, our API-first approach ensures that the app integrates smoothly with your system landscape, offering scalability and flexibility.

With features like user-specific views and customizable benchmarks, the app supports diverse investment strategies and client segmentation, enhancing personalized analysis.

Our team provides comprehensive support during setup and continues to offer assistance to ensure the Wealth Discovery meets your evolving business needs.

The platform analyzes a wide range of data to help users make informed decisions. These are the main types of data:

• Wealth and portfolio data such as net asset values (NAV), holdings, transactions, and positions
• Allocations and exposures (analysis of asset-class, geographic, or sector distribution; monitoring of target vs. actual allocations)
• Performance metrics (returns, time series developments, benchmark comparisons)
• Risk indicators (risk exposures, volatility, deviations from strategic guidelines)
• Compliance and client data (KYC, AML, and PEP data, client profiles, mandate and family structures to ensure regulatory compliance)
• In addition to securities, illiquid assets such as private equity, real estate, and collections are also taken into account.

All data is consolidated, validated, and embedded into customized views. This gives you, as a user, a complete overview of all wealth, risk, and strategy aspects—allowing you to pass on valuable insights to your clients and advise them comprehensively on wealth matters.

The platform supports wealth analysis in several key areas. It consolidates both liquid and illiquid assets into one unified view, giving you an overview of securities, real estate, private equity, and other investments. You can create individual views, reports, and factsheets, making all decisions more transparent for every stakeholder.

The software also enables analysis of portfolio allocations, risk metrics, performance measures, and net asset values, on mandate, family, or portfolio level. In addition, it supports policy monitoring and compliance, allowing you to track target allocations, risk bands, and benchmarks while identifying deviations.

Because the platform integrates all data sources, there’s no need for manual data aggregation. All information is accessible in one place, ensuring faster insights and a strong foundation for decision-making.

etops Wealth Discovery is especially suitable for the following users: 

• Wealth managers
• Asset managers
• Family offices
• Banks
• Independent financial and investment advisors 

In short: anyone who wants to offer demanding clients a modern and efficient financial service will benefit from this tool. It supports portfolio management, analysis and monitoring, reporting, and fee management—all on one single platform.

It’s also ideal for organizations with strict compliance requirements, as it includes integrated solutions for KYC, AML, and PEP classifications.

The product offers a wide range of comprehensive features for wealth management, including:

• Wealth data analysis: Create custom views to analyze allocations, risk metrics, performance, exposures, and NAVs.
• Monitoring: Track investment guidelines such as bands and risk metrics across all asset classes and instrument types.
• Reporting: Generate visually appealing reports with a single click—ready to share with clients or management.
• Client management: Store all client data and documents in one place and use the platform for communication. Regulatory requirements like KYC, AML, and PEP are also seamlessly supported.
• Document management: Archive, organize, share, and download all documents from one location—eliminating manual document handling.
• API integration and cloud scalability: Thanks to its API-first architecture, the tool easily integrates into any existing system, ensuring flexible use and maximum scalability.

The platform centralizes all client data in one place, enabling user-specific views on mandate, family, or portfolio level. You can create custom segments using filters such as wealth, asset class, or risk. Segmentation criteria are fully configurable.

The platform gives you a holistic view of your clients’ investments and assets. It integrates data, visualizes relationships, and provides metrics for informed investment decisions.

All assets are consolidated and standardized in one central place—covering both liquid assets like equities, funds, and bonds, and illiquid assets like real estate and private equity.

• Allocation analysis: Displays wealth distribution by categories such as asset class, currency, region, or sector.
• Performance analysis: Measures and validates returns, time series, and benchmark comparisons on portfolio, family, or mandate level.
• Risk analysis: Examines exposures, volatility, and deviations from policies, and identifies concentration risks.
• Monitoring: Tracks investment guidelines, bands, and regulatory requirements to easily detect compliance breaches.
• Reporting: Enables creation of tailored, insightful reports for clients and decision-makers—offering a complete picture of the current situation and the potential impact of future decisions.

This analysis provides an accurate picture of your clients’ overall wealth and supports strategic investment decisions. 

If you have further questions about etops Wealth Discovery, feel free to contact us via the contact form. You can also book a free demo to experience the platform’s full capabilities firsthand.