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Banks

Intelligent WealthTech for Banks

Drive efficiency, elevate client experiences, and stay ahead of regulatory challenges with cutting-edge technology designed for modern private banks.

Evolving Client Expectations & Digital Transformation

High-net-worth clients and the next generation of investors expect seamless digital experiences, real-time access to their wealth, and personalized insights. Traditional banking models struggle to keep up with these demands, requiring a shift towards intelligent, client-centric technology.

Regulatory Complexity & Operational Inefficiencies

With increasing compliance demands, banks must navigate KYC/AML regulations, risk monitoring, and cross-border financial rules. Manual processes slow down operations, increase costs, and expose institutions to regulatory risks—making automation and streamlined data management essential.

Main Benefits

Find the best products for banks. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.

Transparency

Provide clients with real-time access to their portfolios, including illiquid assets and multi-bank consolidations, via web or mobile app, offering a transparent, seamless experience.

Compliance

Streamline regulatory adherence with automated KYC/AML checks, risk monitoring, and real-time compliance reporting, reducing operational risk and ensuring full transparency.

Performance

Enhance investment strategies with data-driven insights, sophisticated portfolio management tools, and customizable reports, delivering superior outcomes for clients.

Efficiency

Automate workflows, integrate systems seamlessly, and scale operations with cloud-based solutions to drive cost savings and optimize operational performance.

Products for Private Banks

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 Compliance Recorder

Record advisory conversations effortlessly and compliantly—no additional hardware or software required.

Ordering & Execution

etopsFIXhub

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

Data & APIs

etops Connectivity

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

Analytics & Reporting

etops Analytics Studio

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

Services

etops Wealth Services

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

Client Management & Advisory

etops Robo Advisor

Offer a turnkey digital wealth platform—enhance advisory capabilities and engage clients with automated solutions.

Client Management & Advisory

etops Advisory Hub

Onboard new clients with ease and deliver personalized advice through innovative, compliant processes.

Lead Generation & Prospecting

etops Sales Intelligence

Identify promising prospects across key segments for targeted outreach—grow revenue with data‐driven lead insights.

Data & APIs

etops APIs

Harness scalable RESTful APIs for integrated wealth analytics—build custom apps quickly and enhance client experiences.

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.

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.
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