etopsOS - the heart of what we do

At the heart of what we do there is a powerful realtime wealth analytics system, we call it etopsOS. We excel in solving intricate financial puzzles, by providing a system and services for the entire wealth and investment management industry.

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Investment mandates and grouping

With etopsOS, you can set parameters and filters to create portfolio groups, mandates or even group of mandates that match your individual needs. Consolidation and aggregation gets easier and more flexible then ever. Depending on the report, you can use it to analyse asset types, industries, issuers, countries or currencies of risk.

mandates illustration
Etops graph software
Precision in every view
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Analytics

The Mandate, Portfolio and Instrument Analysis allows analytics with regards to asset classification, industry, asset type and/or currency under consideration of a direct or dynamic distribution of the fund and much more. For your portfolio with fund assets (incl. PE and VC funds), we can create a transparent securities composition also known as look through. Thanks to etopsOS, you can view the status of your portfolios in near-real time.

Make opportunities transparent

Private markets and illiquid assets

In large and complex assets, illiquid or alternative investments often make up the most significant share. With etopsOS, we provide you with the tools for strategy, management and ownership control. Make the opportunities and risks of liquid as well as illiquid assets transparent and quantify them with reliable key figures.
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- Real estate
- PE investments (direct and indirect)
- VC investments
- Insurances
- Complex investment vehicles and structures
- Non-Bankables (e.g Art Collection, Cars and co.)

Illustration market and asset

Experience your new financial superpower

Let us demonstrate what the Wealth Discovery App and etopsOS can do for your business.

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Illustration reports
Elevate your financial presentation

50+ default reports

As a software for financial analysis and reporting, etopsOS offers beautiful and easy to understand reports and factsheets for clients and management. Powerful consolidation features for displaying and analysing your transactions in a flexible way, makes you stand out of the crowd. If 50+ Reports are not enough, there is always our data intelligence team which can help you out.

Effortless management and rebalancing

Securities transaction

Transactions for all types of assets and derivatives will be booked as single or collective orders. Statements, income postings and repayments complement the range of features. In addition we continuously monitor and analyse the portfolio and adjust it, if necessary. The rebalancing processes can work fully automated and generate several thousand transactions.

EOS transaction
Graph illustration EOS
Don't miss out a thing

Alerts

etopsOS enables you to monitor loss thresholds as well as compliances with investment strategies of your portfolios, group of portfolios or mandates completely autonomous. You can also monitor price qualities or rating changes for securities. You can be alerted immediately, in case of a deviation.
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1. Monitoring of loss thresholds
2. Monitoring of compliance with investment guidelines

Customized formats

Connectivity

etopsOS receives your data and trade confirmations through EBICS, SWIFT, SFTP, or any other format. Our product empowers you to reliably harness your data, unlocking opportunities and gaining invaluable insights to optimize your financial services.

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EBICS Integrator

How it works


The Etops connectivity layer employs AI technology to collect and interpret data from various custodians in different formats, via APIs, OpenWealth, EBICS, SWIFT, SFTP, and more. Your custodian and transactional data is received securely through our Data Platform, which then normalizes the data in our secured Data Vault. Our experienced operations team oversees reconciliation and quality checks.

The team enhances the data using additional sources, creating a solid foundation for further processing and analysis by our engines. Any errors or missing information undergo targeted troubleshooting. With etopsOS, you gain access to a robust set of APIs to build your applications, integrate, or utilize our award-winning Wealth Discovery app with powerful problem-solving capabilities.

How etops worksHow it works detail

Why our clients choose us

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.
David Schneider

David Schneider

COO, Verium AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.
Alexander Sinn

Alexander Sinn

Co-Founder and CEO of 47 Capital AG

Die Lösung von Etops erlaubt es uns viel Zeit zu sparen und ist effizient gestaltet, damit wir uns auf das Kerngeschäft konzentrieren können. Die detaillierten Reportings haben unseren Service deutlich verbessert und können somit unseren Kunden einen klaren Mehrwert bieten.
Anthony Gimigliano

Anthony Gimigliano

Head Institutional Desk Swissquote

Mit wenigen Klicks haben die Mitarbeiter Zugang zu allen wichtigen Informationen und somit mehr Zeit sich auf ihre Kernkompetenzen zu fokussieren, nämlich fundierte und anlegerbezogene Entscheide zu treffen.
Sacha Fedier

Sacha Fedier

CEO VT Wealth Management

Mit Etops sind wir schneller und dank Automatisierung auch zuverlässiger und sicherer unterwegs.
Patrick Marty

Patrick Marty

COO Finaport Group

Use Cases

You have the challenge,
we have the solution

We understand the diverse challenges in the financial industry and offer solutions for a wide range of liquid and illiquid assets. Find out how you can best use our products and services, separately or combined in our leading wealth data platform.

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Wealth Managers

Navigate the wealth management's dynamic landscape with ease. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.
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Family Offices

Optimize office operations meeting your specific needs. From multi-bank reporting and managing diverse illiquid assets to wealth structuring for a comprehensive view of total assets.
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Institutional Investors

Investors, asset managers and pension funds benefit in many ways. Optimal asset allocation, precise risk reporting and solid decision-making for investment committees and boards.
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Banks

Accelerate data strategy from months to weeks. Build seamless client experiences that live up to the wealth transfer generation and impress with interactive multi custody reporting.
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Developers

Say goodbye to unstable APIs, complex systems and business logic. Elevate your development process and build future-proof investment and wealth management solutions effortlessly.
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Sales Intelligence

Boost your performance with our AI-driven wealth ecosystem. Uncover selling opportunities in your client base and utilize existing relationship capital to attract new clients.
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API

How to build apps in weeks not years

Use our scalable RESTful APIs with powerful wealth analytics fully integrated in your system landscape and client experience.

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