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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Create user-specific views

Analysis

Effortlessly tailor your wealth data analysis. Create user-specific views and analyze portfolios, families, or mandates as needed. Access allocation analysis, risk figures, performance measurements, exposures, and net asset values – all in one place.

Discover opportunities

Monitoring

tBenefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

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Experience your new financial superpower

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

Enhance reports and factsheets

Reporting

Create flexible, 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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Boost efficiency

Etops Co-Pilot

Meet Etops Co-Pilot, your chatbot for wealth and investment management. Streamline tasks, gain insights, and improve decision-making all within an intuitive interface. Together with your Co-Pilot you can boost your workflow and processes and free you from boring tasks.

Build solid relationships

Client Management

Centralize client data, documents, and communication in one hub. Navigate regulatory waters with KYC, AML, and PEP classifications with ease, ensuring compliance and fostering trust. Creating contact reports has never been more enjoyable.

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Calculate in a few clicks

Fee Management

Say goodbye to manual and time-consuming processes thanks to a dedicated feature. Calculate, manage, and track fees according to your client's wealth and generate invoices in a few clicks. From management fees to complex performance fees, we make admin tasks less painful.

Hyperapp

Missing a feature?

You might have a very particular business problem, and we probably have a hyperapp for it. Besides the industry-leading wealth data platform, we provide the best apps neatly integrated to complement your workflow. With pre-integrated problem solvers such as Sales Intelligence or Data Intelligence from our in-house teams, we aim to cover all your needs.

Hyperapp
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.

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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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.