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
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 MiFID II (Markets in Financial Instruments Directive II), which has significantly changed how financial institutions interact with clients. While MiFID II aims to protect investors and bring more transparency to the financial system, it also poses operational and technological challenges that institutions must address—especially when it comes to recording client communications.
News
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 of niiio finance group AG, including Patronas, FixHub, FundHero, Fundsaccess, DSER, and MiFID-Recorder will operate under the Etops brand name.
Industry Insights
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 information. A single security breach could not only compromise assets but also impact the hard-earned trust that is crucial in any successful financial advisory practice.
Industry Insights
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, are far from rational when it comes to money. Enter behavioral finance, the field revolutionizing how we understand and approach investment decisions. By blending insights from psychology and economics, behavioral finance sheds light on why we often act irrationally with our money and, more importantly, how we can do better.
News
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 industry.
News
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
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 to integrate. Understanding the needs and struggles of developers working in financial institutions, we have expanded our products by developing a comprehensive suite of APIs.
News
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
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 continuing our journey together as one Etops team.
Product
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 age, they demand intuitive, user-friendly software that makes their interactions seamless and delightful.
Industry Insights
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 also leveraging cutting-edge solutions tailored to the unique challenges faced by financial advisors. At Etops, we understand the intricate needs of wealth managers, and we're committed to providing them with tools to thrive in an ever-changing industry.
Industry Insights
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.
Product
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.
Partner Spotlight
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
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.
Product
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.
Industry Insights
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.
News
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.
Industry Insights
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.
Product
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.