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Asset Managers

Empowering Asset Managers

Drive efficiency and enhance investment strategies with the tools and data necessary to optimize portfolio management and risk assessment. Etops empowers asset managers to streamline operations, ensuring comprehensive market insights and compliance at every step of the process.

Navigating regulatory frameworks and more

Navigating regulatory frameworks and more

Asset Managers need to navigate regulatory frameworks, manage complex portfolios efficiently, and address the evolving demands of pension fund beneficiaries. The changing interest-rate landscape, market volatility, and the pursuit of sustainable and responsible investment practices pose additional challenges.

Empowering Institutional Investors

Empowering Institutional Investors

Etops offers sophisticated portfolio management tools, aiding in optimal asset allocation and risk management. State-of-the-art reporting ensures compliance with regulatory requirements, facilitating seamless operations for institutional investors. Etops also facilitates the integration of sustainable and responsible investment practices, providing the necessary tools to adapt to evolving market trends and meet future regulatory requirements.

Main Benefits

Find asset management’s best products. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.

Risk management

Risk management

Coverage of the permitted asset classes and a corresponding bandwidth check form the basis of the allocation and exposure analysis, allowing ongoing monitoring of the targeted investment diversification. The risk figures provided by the system form the basis for the implementation of effective risk management practices.

Reporting & disclosure

Reporting & disclosure

Pension funds are typically required to provide regular reports on their investment activities to authorities and plan participants. Etops proven reporting solution guarantees full compliance with the regulations and provides the required transparency for the investors in a modern, attractive form.

Sustainable investing

Sustainable investing

Increasingly, pension funds are encouraged to consider sustainabilty factors when making investment choices. Industry associations are calling for ESG criteria to be included in the reports so that all stakeholders involved can track how the funds are invested in terms of sustainability. Etops already provides corresponding reports that cover these requirements and guarantee full compliance.

Transparency

Transparency

Funds need to provide information to regulatory authorities and plan participants to ensure transparency and accountability. With modern solutions, Etops covers this requirement with conventional yet attractive reports, but also goes beyond this with dashboards and digital access via web apps, providing new opportunities to respond to the ever-increasing demands of the customers.

Products for Asset Managers

Portfolio Management

etops Asset Manager Pro

Integrate portfolio, risk, compliance, and order management into one solution to simplify asset management processes.

Ordering & Execution

etops Order Manager

Optimize order execution in all asset classes via a fully integrated FIX routing network—streamline trades effortlessly.

Ordering & Execution

etops FIXhub

Connect to hundreds of global buy‐ and sell‐side counterparties with one FIX network, reducing complexity in trade routing.

Client Management & Advisory

etops Wealth Discovery

Boost efficiency in daily operations with portfolio monitoring, analytics, fee management, and client relationship tools.

Analytics & Reporting

etops Wealth Reporting

Create flexible, visually appealing reports and factsheets for clients and regulators—streamline audits and compliance.

Analytics & Reporting

etops Analytics Studio

Elevate decision‐making with powerful analytics—seamlessly manage data from collection to dynamic visualization.

Analytics & Reporting

etops Fund Monitor

Meet regulatory requirements and minimize risks with our managed risk service and real-time fund analysis.

Services

etops AM Services

Optimize asset management with cost‐effective outsourcing, accurate data handling, and streamlined compliance support.

Services

etops Wealth Services

Simplify mid‐ and back‐office operations, enhance data management, and reduce costs with scalable wealth management support.

Data & APIs

etops Connectivity

Unlock valuable insights by processing trade confirmations in any format (EBICS, SWIFT, SFTP) for a frictionless data flow.
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