Get the consolidated and refined wealth data analysis they way you want. Create user specific views in seconds and slice and dice a portfolio, family of portfolios or mandates the way the situation requires. Allocation analysis, sensitivities and risk figures, performance measurement, exposures and net asset values, everything in one place.
Stay up to date. Get simpel yet powerful monitoring capabilities that help you stay in control and in compliance with investment guidelines. This works across all asset classes and instrument types. Monitor your mandates and compare vs. target allocation, bandwidth, risk figures and even custom benchmarks.
Find out what our Wealth Discovery app and etopsOS can do for your organization. Book a demo and discover our most powerful application yet!
Flexibel, pixel-perfect, visually appealing and easy to understand reports and factsheets for client and management information and documentation, for regulatory authorities and auditing purposes.
Introducing Etops Co-Pilot, your go-to chatbot for wealth and investment management. This tool streamlines tasks, provides real-time insights, and offers practical suggestions to simplify the management of investment portfolios. With an intuitive interface, Etops Co-Pilot enhances your workflow for more efficient decision-making and freeing you from boring tasks.
Effortlessly manage client data, documents, and communication in a centralized hub. Navigate regulatory waters with KYC, AML, and PEP classifications, ensuring compliance and strengthening trust. It was never more fun to create a contact report.
Say goodbye to manual and time-consuming processes as our fee management feature empowers you with a dedicated functionality within the app. Effortlessly calculate, manage, and track management & performance fees associated with your clients' wealth. Generate invoices with a few clicks. From Management Fees to complex performance fees, we make sure admin tasks get done, simple.
We provide the best apps that solves specific problems for you, neatly integrated to complement your workflow. We will always provide you the industry leading wealth data platform, but sometimes you might have very particular business problem and we probably have a hyperapp for it. Pre-integrated problem solvers like Sales Intelligence or Data Intelligence from our in-house teams, complement our landscape.
COO, Verium AG
Co-Founder and CEO of 47 Capital AG
Head Institutional Desk Swissquote
CEO VT Wealth Management
COO Finaport Group
We provide scalable RESTful APIs with powerful wealth analytics which can be fully integrated in your system landscape and client experiences. This is how we build apps in weeks not years!