Client Management & Advisory
All-in-One Tools for Smarter Client Advisory & Investment Advisory
Enhance your advisory efficiency with our Onboarding & Advisory Hub. Empower independent decision-making through the etops Robo Advisor, optimize strategies with etops Wealth Discovery, and ensure compliance with the etops Compliance Recorder. Streamline your processes for tailored, efficient, and compliant solutions.
etops Wealth Discovery
Simplify your everyday work and boost efficiency with our revolutionary etops Wealth Discovery App. Designed for family offices, wealth managers, banks, and asset managers, it offers services in portfolio monitoring and analytics, reporting, fee management, and client relationship management.
etops Compliance Recorder
Meet regulatory requirements easily! Our product ensures secure and compliant recording and archiving of your phone and video consultations — no matter the infrastructure. Designed for financial service providers across Europe, it streamlines your compliance processes while safeguarding your data.
etops Robo Advisor
Launch your own digital wealth management offering based on our configurable, easy-to-use robo advisor for digital and hybrid business models.
etops Advisory Hub
Empower your clients and advisors to open new accounts seamlessly and manage investments efficiently with our advisory technology. Enjoy an exceptional user experience, innovative and compliant processes, and enhanced operational efficiency.
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