Riedweg & Hrovat AG

Unlike new clients who start from scratch, Riedweg & Hrovat AG entered their journey with Etops through an internal migration. This meant they were not discovering a brand-new system by a new provider but rather moving their established processes into a new environment.

When Riedweg & Hrovat AG migrated internally to etops Wealth Discovery on January 1, 2025, it wasn’t a simple switch. This was a reset. Their advisors, used to a complete different system, had to adapt to a new environment: different dashboards, different workflows, different ways of managing and overseeing portfolios.  

For a lean team, this represented a real challenge: they had to redefine processes while continuing to deliver the same high-quality service their clients expected. 

The onboarding mattered. Etops collaborated closely with them to ensure the training sessions were tailored to their needs. Bit by bit, the team grew more comfortable with the platform. Instead of seeing the migration as a disruption, it became the foundation for a new way of working: one that put quality and efficiency at the center of everything they did. 

Today, etops Wealth Discovery is at the heart of how Riedweg & Hrovat AG works. Advisors and Asset Managers log in every morning and keep the platform open throughout the day, it has become their operational hub. With data from 6 custodian banks processed daily, they access a single, consistent view of performance, allocation, and risk, no matter the underlying bank.

Every employee now works from the same reliable, accurate information: whether preparing for a client meeting, checking concentration limits for compliance, or monitoring performance against benchmarks.

From there, the dashboard takes centre stage. When a client calls, details like structure, performance, and upcoming maturities appear in seconds: conversations start informed, not improvised. And with one-click reporting, advisors can go even further: generating a complete, client-ready portfolio report instantly, ready to download or share. It’s a small action with a big impact, saving time every day and reinforcing client confidence with clear, professional reports delivered without delay.

Advisors use the suite from two complementary angles:

On the operations side, the platform supports reporting, monitoring, compliance, and risk management, including AML and bandwidth checks.

On the client advisory side, the dashboard provides an immediate, compact, and comprehensive initial overview: portfolio structure, best and worst performance, upcoming maturities, and more. Portfolios can be consolidated across banks.

The search function has become a quiet hero. Enter a security name, and instantly see every portfolio that holds it, complete with quantities and market value. That means advisors can quickly identify impacted clients or validate compliance checks: all without breaking stride.

For Riedweg & Hrovat AG, this isn’t just about today’s efficiency. They value that the platform keeps evolving: new capabilities, continuous improvements, and responsive support ensure it grows with their needs. It’s not static software: it’s a partner in progress, helping them stay ahead in a fast-moving industry.

For a lean team like Riedweg & Hrovat AG meeting demanding client expectations, means efficiency is not just nice to have, it’s essential. Since moving to etops Wealth Discovery, the firm has seen changes that go beyond numbers, they’ve reshaped how the team works and how clients experience service: 

50% faster processing: Tasks that once took a full day or more: creating, processing, digitizing, printing, and making management information available, are now completed in just half a day. This sharper turnaround allows the team to dedicate more time to clients instead of administrative work. 

99.9% accuracy in flat file generation: With automation in place, flat files are produced rapidly and without error. Advisors no longer need to spend time on repetitive checks, freeing them to focus on client-facing priorities. 

100% transparency in client reporting: With data consolidated across 6 custodian banks, performance, allocation, and risk are now displayed in a uniform structure. Reports are not only complete but also presented in such a clear way that, as Mr. Kissling put it, “even a customer who is not financially savvy could understand them.” 

One click to a full client report: From their dashboard, advisors can generate complete, client-ready portfolio reports in seconds: ready to download or send directly. What once required compiling data manually from multiple sources is now instant. This simple but powerful capability saves time every day and reinforces client confidence with clear, professional reports.
 

For a lean team, these improvements are critical. Advisors start each day prepared and confident, ready to act quickly and serve clients with clarity. And as the platform continues to evolve with new features, Riedweg & Hrovat AG knows they’re not just keeping pace, they’re staying ahead.