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Blog

News & Trends

Stay up to date with the latest developments, insights, and trends in the wealth and asset management industry. Read our latest blog posts, company updates, and industry news to learn how we are driving innovation and creating value for our clients.

 

Industry Insights

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The Value of the Human Advisor in a Digital World

Digital tools transformed wealth management. Onboarding is faster. Reporting is automated. Data is everywhere. But here's what's happening: clients want real conversations. They want to feel understood. They want their advisor present, not just available.

News

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

Etops Announces Andrea Bosetti as New Group Chief Financial Officer

Etops Strengthens Executive Leadership with Appointment of Andrea Bosetti as Group Chief Financial Officer. A seasoned finance executive who brings over 25 years of experience in wealth management technology and financial services.

Industry Insights

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The Democratization of the Family Office: A Quiet Tech Revolution in Wealth Management

For decades, family office services were the exclusive domain of the ultra-wealthy. Typically starting around €100 to €250 million in assets, making them largely inaccessible to most investors. But that era is quietly fading. Today,...

Industry Insights

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Transparency and Risk: The New Imperatives for Wealth & Asset Managers

The investment management industry is transforming rapidly. Transparency has evolved from regulatory requirement to competitive advantage as informed clients demand real-time, actionable insights from their advisors.

Industry Insights

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How AI Is Really Changing the Day-to-Day of Wealth Managers

AI in wealth management has moved beyond the hype to solve real operational challenges. From automated compliance monitoring to AI-powered client meeting preparation, firms are gaining measurable efficiency gains.

News

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Finanzportal24 becomes part of Etops and strengthens the group’s offering in financial planning software

Etops expands its service portfolio with the acquisition of Finanzportal24, a leading provider of financial planning software in Germany.

News

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Award-Winning Client Investment Application: Creating Meaningful Digital Experiences in Wealth and Asset Management

Etops was recently honored as the winner of the “Best Client Investment Application” at the WealthBriefing European Awards 2025. This recognition highlights our commitment to redefining wealth and asset management through data-driven products that leverage...

Industry Insights

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From Regulation to Reputation: The Deeper Impact of MiFID II

In today’s financial services landscape, trust is built not only on market performance and personalized advice, but also on transparency and adherence to regulatory standards. One of the most important guidelines in this regard is...

News

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The next milestone in forming the European WealthTech Powerhouse: Etops’ and niiio finance group’s client businesses align under the Etops brand

Etops Group AG and niiio finance group AG, two leading names in the European WealthTech industry, proudly announce a further milestone on their strategic roadmap. As part of their transformative move, the key business units...

Industry Insights

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Safeguarding Client Trust: How Etops Integrates Cybersecurity Best Practices in Wealth Management

In the world of wealth and asset management, the importance of cybersecurity cannot be overstated. The digital age has brought immense convenience and efficiency, but it has also introduced new risks to clients' sensitive financial...

Industry Insights

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Money, Mind Games, and Mastering the Market: How Behavioral Finance is Changing Wealth Management

In the world of wealth management, we've long assumed that investors are rational beings, always making decisions based on cold, hard facts. But let's face it — we're human. And humans, as it turns out,...

News

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The Digital Revolution in Wealth Management: Transforming Client Service and Operations

Digital platforms have become indispensable tools for wealth managers. These innovative solutions are reshaping how to engage with clients, streamline operations, and refine investment strategies. Let's explore the profound impact of digital transformation on this...

News

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

Etops Group AG to become part of a European wealthtech group backed by Pollen Street Capital

Etops Group AG (Etops), a leading provider of SaaS solutions for wealth and asset management, announces that it will become part of a group consolidating the European wealth and asset management software market.

News

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Is your legacy platform keeping you behind? Innovate and deliver client value with the APIs of etopsOS

Today’s finance and wealth management firms face an increasing demand for seamless integration, efficiency, and digitalization in their service offerings. Often, firms struggle with legacy platforms and complex system integrations that make backend services hard...

News

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

Selli AG joins the Etops Group

Etops proudly announces its merger with Selli AG, an innovative Sales Intelligence firm. This strategic partnership deepened their successful collaboration over recent years, bringing Selli AG under the Etops Group umbrella.

News

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Axeed is Now Etops

Axeed has officially merged with Etops, unifying our teams and enhancing our service offerings. This transition ensures streamlined services and innovative solutions for our clients and partners. We appreciate your support and look forward to...

Product

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Elevate your Client Experience with Wealth Discovery

For wealth and asset managers, providing superior experiences is paramount. Your clients have high expectations when it comes to the tools and technologies you leverage to manage their portfolios and financial lives. In this modern...

Industry Insights

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Empowering Wealth Managers: Essential Tools for Modern Financial Advisors

As the financial landscape evolves, the tools and technologies that empower wealth managers to navigate and excel in their roles must evolve as well. In today's fast-paced world, staying ahead requires not just expertise, but...

Industry Insights

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

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...

Product

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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,...

Partner Spotlight

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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.

Industry Insights

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

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...

Product

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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...

Industry Insights

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

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...

News

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

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...

Industry Insights

Etops appoints Andrea Bosetti as Group CFO, bringing 25+ years of experience in wealth tech and financial services leadership.

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...

Product

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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...

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