Your new financial superpower

With our revolutionary Wealth Discovery App we help you as a family office, wealth manager, bank or asset manager to simplify your everyday work and make it more efficient through services in portfolio monitoring and analytics, reporting, fee management and client relationship management.

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Consolidated in every format

Analysing

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.

Be in control and discover opportunities

Monitoring

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.

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Experience your new financial superpower

Find out what our Wealth Discovery app and etopsOS can do for your organization. Book a demo and discover our most powerful application yet!

Visually and easy to understand

Reporting

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.

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Giving you back valuable time for what matters most

Etops Co-pilot

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.

Build longstanding relationships

Client Management

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.

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Calculate fees in a few clicks

Fee Management

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.

Do you miss a feature?

We have a hyperapp for it

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.

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Use Cases

Solutions for the financial industry

We provide a wealth data platform and services to solve complex financial problems for investment managers across a large variety of liquid and illiquid asset types. Discover how we support you in making better decisions and be more efficient.

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

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

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

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

CEO VT Wealth Management

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

Patrick Marty

COO Finaport Group

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Build powerful wealth management apps

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!