Build powerful wealth management apps

We provide scalable RESTful APIs with powerful wealth analytics which can be fully integrated in your system landscape and client experiences. This is how you build apps in weeks not years!

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Trusted by industry leaders

Get real-time data analytics from unified portfolios

Data consolidation analytics & reporting

Get real-time data analytics across all your portfolios and positions. Consolidate across custodians, portfolio and mandates. Enhance transparency and mitigate risks by leveraging our sophisticated reporting API, providing you with a holistic view of your financial landscape.

API integration
API third party
Reach thousands of user via our etopsOS

Third-party integrations

Build, Integrate and launch your financial app on our etopsOS or be integrated as a hyperapp in our Wealth Discovery app and join our partner programm to profit our from larger distribution base.

Informed wealth management across all consolidation levels

Performance, risk & exposure APIs

Access comprehensive performance, risk and exposure figures across all your consolidation levels in realtime. Build wealth management risk system and uncover opportunities across the entire asset basis.

API performance
API portforlio
Support for your data science journey

Portfolio & transaction analysis API

Access all your portfolios, positions and transactions across all custodians and all asset types. Ready to build dashboards, management information system or wealth insights. We can help you get your Data science journey on the way!

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Harness

Consolidation & analytics API

Define your data grouping preferences and specify the consolidation level required for optimal analytics. Compare and measure against your predefined trading strategies and execute orders efficiently while ensuring compliance with investment policies that go further than just your portfolio level.

API json

Experience your new financial superpower

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

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

Patrick Marty

COO Finaport Group

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

How it works

The Etops connectivity layer employs AI technology to collect and interpret data from various custodians in different formats, via APIs, OpenWealth, EBICS, SWIFT, SFTP, and more. Your custodian and transactional data is received securely through our Data Platform, which then normalizes the data in our secured Data Vault.

Our experienced operations team oversees reconciliation and quality checks. The team enhances the data using additional sources, creating a solid foundation for further processing and analysis by our engines. Any errors or missing information undergo targeted troubleshooting. With etopsOS, you gain access to a robust set of APIs to build your applications, integrate, or utilize our award-winning Wealth Discovery app with powerful problem-solving capabilities.

How etops worksHow it works detail dark

FAQs

This is a list of the most frequently asked Etops API questions we receive. To learn more, visit our API documentation (coming soon)

What is an API?

API is the acronym for Application Programming Interface, which is method for software applications to talk to each other. Each time you use an app like Outlook, send an instant message or check the weather on your phone, you're using an API. Etops has two distinct API's for different purposes, the portfolio analysis API and the Data API.

What is the etopsOS RESTful API?

Our RESTful API portfolio analysis offers the possibility to create evaluations based on key figures for a portfolio or a set of portfolios. The metrics can be grouped across various levels. The retrieval is possible via the REST interface and the communication takes place in JSON format.

What is the etopsOS Data API?

Our Data API offers the possibility to get static data related to you clients, portfolios, mandates and instruments. It can be as easy as retrieving the clients domicile or posting an updated risk profile for a client. The retrieval is possible via the REST interface and the communication takes place in JSON format.

Where are the APIs documented?

Get in contact with sales and we make sure we provide you with the necessary documentation to get started. We will soon have a dedicated developer.etops.com page to make you more self-serving. Keep coming back ;)

How do I get access to the API?

Get in contact with sales and we make sure we provide you with your own etopsOS tenant and docu so you can get startet.

Still have questions?

We are happy to answer them personally.

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