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IFAs

Empowering Independant Financial Advisors

Enhance client relationships and streamline operations with our WealthTech products designed specifically for your needs.

Navigating Regulatory Complexities

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

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

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

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

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

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

Boost efficiency in daily operations with portfolio monitoring, analytics, fee management, and client relationship tools.

Lead Generation & Prospecting

etops Sales Intelligence

Identify promising prospects across key segments for targeted outreach—grow revenue with data‐driven lead insights.

Client Management & Advisory

etops Advisory Hub

Onboard new clients with ease and deliver personalized advice through innovative, compliant processes.

Analytics & Reporting

etops Compliance Recorder

Record advisory conversations effortlessly and compliantly—no additional hardware or software required.

Client Management & Advisory

etops Robo Advisor

Offer a turnkey digital wealth platform—enhance advisory capabilities and engage clients with automated solutions.

Analytics & Reporting

etops Analytics Studio

Elevate decision‐making with powerful analytics—seamlessly manage data from collection to dynamic visualization.
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