IFAs
Empowering Independant Financial Advisors
Enhance client relationships and streamline operations with our WealthTech products designed specifically for your needs.
Navigating Regulatory Complexities
Regulatory requirements are constantly evolving, making compliance a critical challenge for financial advisors. Our advanced WealthTech solutions simplify the process, automating compliance tasks, risk monitoring, and reporting to ensure adherence to global standards. With secure data management and audit-ready documentation, you can protect sensitive client information while meeting regulations like KYC, AML, MiFID II, and GDPR. Stay ahead of regulatory changes with technology that reduces complexity, minimizes risk, and keeps your business compliant—effortlessly.
Optimizing Client Management
Building strong client relationships requires efficiency, personalization, and seamless communication. Our products streamline client management by centralizing data, and providing real-time insights. With intuitive tools for onboarding, portfolio tracking, and personalized reporting, you can enhance client interactions while reducing administrative burden. Focus on delivering exceptional service with technology that optimizes every aspect of client management.
Main Benefits
Find the best products for IFAs. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.
Client Reporting & Disclosure
Streamline the process of creating detailed, transparent reports that not only meet regulatory requiremets, but also enhance client trust through clear and comprehensive communication.
Risk Management
Our sophisticated risk assessment and mitigation tools empower you to navigate market volatility confidently, ensuring client portfolios remain resilient and secure.
Financial Planning & Advisory
Offer personalized financial planning with our comprehensive advisory tools, enabling you to tailor solutions that help clients achieve their unique financial goals.
Sustainable Investing
Integrate ESG factors seamlessly into your investment strategies with our tools, enabling you to offer clients ethical and sustainable investment options that align with their values.
Products for IFAs
Client Management & Advisory
etops Wealth Discovery
Lead Generation & Prospecting
etops Sales Intelligence
Client Management & Advisory
etops Advisory Hub
Analytics & Reporting
etops Compliance Recorder
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