Family Offices
Empowering Family Offices
Optimize family office operations to meet your specific needs, from multi-bank reporting and managing diverse illiquid assets to wealth structuring for a comprehensive view of total assets.
Navigate Complexities
Family offices today are confronted with the task of efficiently managing a diverse array of illiquid assets, demanding advanced tools for valuation and strategic decision-making. Navigating multi-bank reporting adds complexity to operational processes, requiring not only seamless interfaces with custodians but also the flexibility to outsource back-office services for efficiency gains. Meeting the digital expectations of the next generation remains a pressing challenge, emphasizing the need for user-friendly interfaces and secure access. Looking ahead, family offices must anticipate the evolving financial landscape, ensuring adaptability to integrate emerging technologies seamlessly into their operational tasks.
Unlocking efficiency with Etops
Embark on a transformative journey with our cutting-edge cloud-based platform, designed to tackle the complexities faced by family offices. Our robust toolset offers seamless solutions, from advanced interface technology facilitating smooth interactions with custodians to comprehensive back-office outsourcing services for enhanced efficiency. At the core lies our high-performance etopsOS, proven to optimize wealth structuring, multi-bank reporting, and illiquid asset management. Our Wealth Discovers app, providing user-friendly access for the next generation. With total wealth consolidation reports, top-notch security, and the advantage of being embedded in the ecosystem, elevate your family office operations to new levels of effectiveness and security.
Main Benefits
Find the best products for family offices. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.
Wealth Reporting
Gain a consolidated multi-bank view with white-labeled reports that provide a structured, modern format covering all asset classes in one place.
Holistic perspective
Get a complete overview of all assets—including private equity, real estate, and alternative investments—seamlessly integrated into a single dashboard.
Wealth structure
Manage complex wealth structures with clear visualizations of ownership, stakes, transfers, and family relationships.
Transparency
Maintain security and oversight with automated processes, seamless integrations, and real-time insights to make informed decisions with confidence.
Products for Family Offices
Client Management & Advisory
etops Wealth Discovery
Portfolio Management
etops Portfolio Manager
Analytics & Reporting
etops Wealth Reporting
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