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Insurance Companies

Transforming Insurance with WealthTech

Insurance companies with asset and wealth management divisions face unique challenges—balancing risk, optimizing portfolios, ensuring regulatory compliance, and delivering value to policyholders and investors. Our products empower insurers with advanced tools to streamline operations, enhance investment strategies, and ensure regulatory adherence.

Optimized Investment & Portfolio Management

Optimized Investment & Portfolio Management

Manage complex portfolios with a single, integrated platform that supports both liquid and illiquid assets, ensuring diversification and risk-adjusted returns.

Regulatory Compliance & Risk Mitigation

Regulatory Compliance & Risk Mitigation

Automate regulatory reporting and ensure compliance with ever-evolving financial regulations while maintaining transparency and reducing operational risk.

Main Benefits

Discover the right solutions for insurance companies. Tackle regulatory challenges, meet evolving demands, and drive operational efficiency.

Optimization

Optimization

Maximize asset allocation and portfolio performance with advanced tools that ensure diversification, risk-adjusted returns, and seamless management of both liquid and illiquid assets.

Compliance

Compliance

Stay compliant with ever-evolving financial regulations through automated reporting, real-time risk monitoring, and streamlined workflows that reduce operational risks and maintain transparency.

Analytics

Analytics

Harness AI-powered analytics and real-time data insights to make smarter investment and risk management decisions, driving more informed strategies and better outcomes.

Efficiency

Efficiency

Reduce operational costs and enhance workflow efficiency by automating processes, integrating systems seamlessly, and embracing digital transformation across your operations.

Products for Insurance Companies

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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