Etops Group was founded with a clear objective: to consolidate the highly fragmented WealthTech market and provide wealth managers with an integrated, end-to-end platform. Our group brings together specialized companies with a combined industry experience of more than 40 years in wealth and asset management technology.
This synergy has resulted in a comprehensive product ecosystem that supports wealth managers, family offices, asset managers, financial advisors, banks and developers across their entire value chain. Within our platform architecture, reporting is not an isolated module but a fully integrated core component.
With a clear strategic direction, a consistent product vision, and the continuous optimization of our products, we provide the technological foundation for transparency, regulatory compliance, efficiency, and scalability in our clients’ operational day-to-day business.
When we received for the first time the “Best Client Reporting” award in 2024, it demonstrated how strongly our approach resonates with wealth managers who rely on clarity, reliability, and efficiency in their daily operations.
Our client reporting within etops Wealth Discovery consolidates all client assets across banks, portfolios, and asset classes. With just a few clicks, this data is transformed into clear, structured, and audit-proof reports. These reports are easy to share and accessible across devices, supporting both advisors and clients wherever they are.
Receiving this award a second time in 2026 highlights how essential transparent and audit-proof reporting is for our clients and underscores the consistency with which we deliver this standard of quality.
The WealthBriefing Awards are among the most prestigious honors in the international wealth management industry. Winners are selected by an independent panel of industry experts and represent technological innovation, best practices, and sustainable added value within their respective categories.
Receiving the WealthBriefing Swiss EAM Award 2026 for Best Client Reporting demonstrates that our platform approach delivers outstanding results both in practical day-to-day application and in international industry comparison.
This award represents more than the strength of our reporting functionalities, it reflects the consistency of our long-term product strategy. Continuous development and a clear focus on client needs guide how we build and refine our technology.
Our objective remains to provide wealth managers with a solid technological foundation for transparent, audit proof, and scalable client communication, supporting them in delivering clarity to their clients and in managing growth with confidence.
