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Check out news and trends around Etops and the future of wealth management.

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5 min read

Embracing Change: Understanding FINMA's New Behavioral Duties according to FIDLEG/FIDLEV

In the ever-evolving wealth management industry, regulatory changes play an important role in shaping practices and standards. Recently, the Swiss Financial Market Supervisory Authority (FINMA) announced significant updates regarding behavioral duties applicable to investment advisory and portfolio management services. These changes underscore FINMA's commitment to enhancing investor protection and promoting integrity within the financial sector. As wealth management professionals, it's crucial to understand the implications of these new directives and adapt accordingly.
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5 min read

Introducing Etops Fee Management and Invoicing: Simplifying Wealth Management

Efficient fee management is crucial for wealth managers, family offices, and asset managers. With Etops fee management and invoicing features, you can streamline billing processes, enhance transparency, and optimize client trust. You can easily manage, track, and calculate fees according to client wealth, generate invoices quickly, and retain historical billing data. With customizable fee structures, including management (AUM) fees and performance-based fees, navigating complex portfolios becomes simpler. Discover the benefits of Etops Fee Management and Invoicing today to simplify fee management and enhance client satisfaction.
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5 min read

Etops and Yainvest Announce Partnership to increase Trust and Transparency through Improved Risk Profiles.

Etops, a leading financial services provider, and Yainvest, a third-generation behavioural finance profiling and risk engine, are excited to announce their strategic partnership aimed at redefining the landscape of wealth management services.
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5 min read

Achieving Efficiency and Transparency in Wealth Management

Discover how Etops revolutionizes wealth management for family offices by seamlessly integrating liquid and illiquid assets into a comprehensive platform. By providing efficient tools for consolidated reporting, transparent portfolio insights, and advanced analytics, Etops empowers users to optimize resource allocation, make informed decisions, and adapt to evolving financial landscapes. Experience the future of wealth management with Etops and unlock new levels of efficiency, transparency, and client-centric innovation.
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5 min read

A Game-Changer in Wealth Management: Reporting with Etops Wealth Discovery

With its award-winning platform, Etops revolutionizes client reporting in wealth management. Offering unparalleled flexibility, visual appeal, and regulatory compliance, Etops enables wealth managers to create personalized, easy-to-understand reports tailored to each client's needs. Through intuitive design features and dynamic visuals, Etops transforms complex data into compelling narratives, fostering transparency and trust. With Etops, compliance becomes seamless, allowing wealth managers to focus on delivering value to their clients while staying ahead in an evolving industry landscape.
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5 min read

How AI changes wealth & asset management

In the field of wealth management, Etops is committed to innovation and keeping pace with the latest developments in tech and AI. We are dedicated to meeting the evolving needs of our clients and continually improving our products for higher efficiency and better client value. The Etops Data Science team is pleased to introduce “Etops Co-Pilot”: a chatbot engineered for wealth managers, family offices and asset managers. This AI-driven product integrates CRM and portfolio analysis with real-time data, creating financial insights with ease and precision.
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5 min read

Award-Winning Portfolio Management: Essential Components for Wealth Managers and Family Offices

Etops was recently honored as the Winner of 2024 in the Portfolio Management Solution category by the WealthBriefing Award. This article delves into the essential components of an effective portfolio management system, exploring features such as strategy setup, model portfolio management, rebalancing, monitoring, and consolidated reporting for both liquid and illiquid assets, shedding light on what contributed to this prestigious recognition.
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5 min read

Maximizing Financial Insights

The power of grouping assets and real-time wealth analytics: In the dynamic world of finance, staying ahead requires more than just keeping an eye on your investments. The way we organise and analyse our assets can significantly impact our financial decisions. In this article, we will explore the importance of grouping asset classes, rearranging views, and leveraging real-time wealth analytics to unlock valuable insights.
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5 min read

The perfect investment portfolio?

The pragmatic approach to wealth consolidation, analytics, and comprehensive reporting across liquid and illiquid Investments: In the world of wealth & asset management, investors face the challenge of balancing liquid and illiquid investments for optimal portfolio performance. This blog sheds light on the pragmatic use of wealth consolidation and analytics, emphasising the importance of comprehensive reporting across various asset classes.
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5 min read

Welcome to etops.com

It's a special day for us and a significant milestone in our journey – the official launch of our brand-new website, etops.com! This momentous occasion represents more than just a visual transformation; it reflects a deep commitment to our users and a dedication to empowering you to extract even more insights from your data.