# Etops

> Etops is a pan-European WealthTech company providing modular, scalable SaaS products and managed services for banks, wealth managers, asset managers, family offices, independent financial advisors (IFAs), insurance companies, and developers. Its etopsOne / etopsOS platform covers the full wealth and asset management value chain — portfolio management, advisory, reporting, order execution, compliance recording, analytics, data/APIs, and outsourcing. Etops Group AG operates jointly with niiio finance group AG and serves 2,000+ clients with 300+ team members across Switzerland, Germany, and continental Europe (approx. €500 bn AUM on the platform).

Notes for readers:
- The website is bilingual (WPML). English is the default language at the root domain; German versions live under the `/de/` path. German equivalents of the pages below are listed in the "Deutsch (German)" section.
- Primary domain: https://www.etops.com/ · Company registered as Etops Group AG, Hinterbergstrasse 17, 6330 Cham, Switzerland · info@etops.com · +41 55 417 57 57
- Products are branded with the "etops" prefix (e.g. "etops Wealth Discovery").

## Main pages

- [Home](https://www.etops.com/): Overview of Etops' WealthTech products, the etopsOne ecosystem, served client segments, and company facts.
- [Product Finder](https://www.etops.com/products/): Interactive finder to match products to a user role and a specific need.
- [About Us](https://www.etops.com/about-us/): Vision, company profile, and management team (joint offering of Etops Group AG and niiio finance group AG).
- [Contact](https://www.etops.com/contact/): Contact form and newsletter signup.
- [Careers](https://www.etops.com/careers/): Open roles, benefits, and employee testimonials (jobs via Personio).
- [Case Studies](https://www.etops.com/case-studies/): Real client results across Swiss and European firms.
- [Blog](https://www.etops.com/blog/): Insights, company news, and industry trends in wealth and asset management.

## Solutions (by need)

- [Lead Generation & Prospecting](https://www.etops.com/lead-generation-prospecting/): AI-powered sales intelligence to identify high-value leads and accelerate client acquisition.
- [Client Management & Advisory](https://www.etops.com/client-management-advisory/): Onboarding, advisory, and compliant client management (Wealth Discovery, Advisory Hub, MiFID Recorder).
- [Portfolio Management](https://www.etops.com/portfolio-management/): Unified portfolio, risk, compliance, and performance oversight across asset classes and mandates.
- [Ordering & Execution](https://www.etops.com/ordering-and-execution/): Order management and FIX order routing across venues and counterparties.
- [Analytics & Reporting](https://www.etops.com/analytics-and-reporting/): Client, regulatory, and management reporting plus AI-powered analytics.
- [Data & APIs](https://www.etops.com/data-and-apis/): RESTful wealth APIs and custodian connectivity (EBICS, SWIFT, SFTP).
- [Services](https://www.etops.com/services/): Scalable mid-/back-office outsourcing for wealth and asset management.

## User segments

- [Wealth Managers](https://www.etops.com/wealth-managers/): Compliance, multi-custody, client lifecycle support, and integrated CRM.
- [Asset Managers](https://www.etops.com/asset-managers/): Portfolio/risk management, regulatory reporting, ESG, and transparency for institutional investors.
- [Family Offices](https://www.etops.com/family-offices/): Multi-bank reporting, illiquid asset management, and wealth structuring.
- [Independent Financial Advisors (IFAs)](https://www.etops.com/independant-financial-advisors/): Compliance automation, client management, and financial planning.
- [Banks](https://www.etops.com/banks/): Digital client experience, compliance automation, and operational efficiency for private banks.
- [Insurance Companies](https://www.etops.com/insurance-companies/): Portfolio management, regulatory compliance, and analytics for insurers.
- [Developers](https://www.etops.com/developers/): Open, API-first ecosystem for building financial applications.

## Products

- [etops Wealth Discovery](https://www.etops.com/products/etops-wealth-discovery/): Portfolio management system (PMS) for wealth management — analytics, monitoring, reporting, fee management, CRM, document management, and an AI Co-Pilot.
- [etops Asset Manager Pro](https://www.etops.com/products/etops-asset-manager-pro/): Front-to-back asset management and trading platform with portfolio/risk management, European compliance, and market connectivity.
- [etops Advisory Hub](https://www.etops.com/products/etops-advisory-hub/): Digital advisory platform for onboarding, personal/digital/hybrid advice, multi-custody, and MiFID II / FinVermV compliance.
- [etops MiFID Recorder](https://www.etops.com/products/etops-mifid-recorder/): SaaS compliance recording and archiving of phone/video advisory calls (ISO 27001/9001, German data centers), with AI "Advisor Intelligence".
- [etops Order Manager](https://www.etops.com/products/etops-order-manager/): Order and execution management for buy-side and sell-side across asset classes (DMA, Care, Algo), with fee engine and reporting.
- [etops FIXhub](https://www.etops.com/products/etops-fixhub/): Fully managed FIX (and non-FIX) order routing network connecting buy-side and sell-side counterparties.
- [etops Connectivity](https://www.etops.com/products/etops-connectivity/): Custodian connectivity and secure data exchange via EBICS, SWIFT, SFTP, and other protocols.
- [etops APIs](https://www.etops.com/products/etops-apis/): Scalable RESTful wealth-analytics and data APIs to build wealth/asset management apps quickly.
- [etops Analytics Studio](https://www.etops.com/products/etops-analytics-studio/): AI/ML-powered analytics across the data lifecycle — collection, deduplication, modeling, and visualization.
- [etops Wealth Reporting](https://www.etops.com/products/etops-wealth-reporting/): Award-winning client reporting and factsheets with 50+ templates and multi-source data integration.
- [etops Fund Monitor](https://www.etops.com/products/etops-fund-monitor/): Managed risk service for investment funds — VaR, leverage, and liquidity risk (CSSF/ESMA compliant).
- [etops Wealth Services](https://www.etops.com/products/etops-wealth-services/): Outsourcing of mid-/back-office operations for wealth managers (reconciliation, reporting, fund ops).
- [etops AM Services](https://www.etops.com/products/etops-am-services/): Outsourcing services for asset managers — fund operations, data management, reporting, and compliance.
- [etops FinanzPortal](https://www.etops.com/products/etops-finanzportal/): Data-driven financial planning and advisory software (DIN 77230, pension gap, subsidy calculators) from FinanzPortal24.

## Case studies

- [Adepa Asset Management SA](https://www.etops.com/blog/case_studie/adepa/): Luxembourg fund administrator — 100% real-time oversight and 15 hours/week saved with etops Asset Manager Pro.
- [VT Wealth Management AG](https://www.etops.com/blog/case_studie/vt-wealth-management-ag/): Zurich firm consolidated 40+ custodian banks with etops Wealth Discovery; ~70% less meeting-prep time.
- [PMG Investment Solutions AG](https://www.etops.com/blog/case_studie/pmg-investment-solutions-ag/): Zug fund boutique — 80% reduction in reconciliation time with etops Asset Manager Pro.
- [Riedweg & Hrovat AG](https://www.etops.com/blog/case_studie/riedweg-hrovat-ag/): Basel asset manager — 50% faster processing across 6 custodian banks with etops Wealth Discovery.

## Selected blog posts

- [Why AI in financial advisory needs an integrated platform](https://www.etops.com/blog/why-ai-in-financial-advisory-needs-an-integrated-platform/)
- [Why AI fails without the right investment management platform](https://www.etops.com/blog/why-ai-fails-without-the-right-investment-management-platform/)
- [How AI changes wealth & asset management](https://www.etops.com/blog/how-ai-changes-wealth-asset-management/)
- [SIX collaborates with etops FIXhub](https://www.etops.com/blog/six-collaborates-with-etops-fixhub/)
- [Etops strengthens Europe and the Middle East leadership](https://www.etops.com/blog/etops-strengthens-europe-and-the-middle-east-leadership/)
- [Etops to become part of a European WealthTech group backed by Pollen Street Capital](https://www.etops.com/blog/etops-group-ag-to-become-part-of-a-european-wealthtech-group-backed-by-pollen-street-capital/)
- [Preparing for the great wealth transfer](https://www.etops.com/blog/preparing-for-the-great-wealth-transfer/)

## Deutsch (German)

Deutschsprachige Versionen der wichtigsten Seiten (WPML, Pfad `/de/`):

- [Startseite](https://www.etops.com/de/): Überblick über die WealthTech-Produkte und das etopsOne-Ökosystem.
- [Product Finder](https://www.etops.com/de/product-finder/): Passendes Produkt nach Nutzerrolle und Bedarf finden.
- [Über uns](https://www.etops.com/de/about-us/): Vision, Unternehmensprofil und Management-Team.
- [Kontakt](https://www.etops.com/de/contact/): Kontaktformular und Newsletter.
- [Karriere](https://www.etops.com/de/careers/): Offene Stellen und Benefits.
- [Case Studies](https://www.etops.com/de/case-studies/): Kundenergebnisse.
- [Blog](https://www.etops.com/de/blog/): Insights und Branchentrends.
- Lösungen: [Lead Generation & Prospecting](https://www.etops.com/de/lead-generation-prospecting/) · [Client Management & Advisory](https://www.etops.com/de/client-management-advisory/) · [Portfolio Management](https://www.etops.com/de/portfolio-management/) · [Ordering & Execution](https://www.etops.com/de/ordering-and-execution/) · [Analytics & Reporting](https://www.etops.com/de/analytics-and-reporting/) · [Data & APIs](https://www.etops.com/de/data-and-apis/) · [Services](https://www.etops.com/de/services/)
- Nutzergruppen: [Wealth Manager](https://www.etops.com/de/wealth-managers/) · [Asset Manager](https://www.etops.com/de/asset-managers/) · [Family Offices](https://www.etops.com/de/family-offices/) · [IFAs](https://www.etops.com/de/independant-financial-advisors/) · [Banken](https://www.etops.com/de/banks/) · [Versicherungen](https://www.etops.com/de/insurance-companies/) · [Developer](https://www.etops.com/de/developers/)
- Produkte: [Wealth Discovery](https://www.etops.com/de/products/etops-wealth-discovery/) · [Asset Manager Pro](https://www.etops.com/de/products/etops-asset-manager-pro/) · [Advisory Hub](https://www.etops.com/de/products/etops-advisory-hub/) · [MiFID Recorder](https://www.etops.com/de/products/etops-mifid-recorder/) · [Order Manager](https://www.etops.com/de/products/etops-order-manager/) · [FIXhub](https://www.etops.com/de/products/etops-fixhub/) · [Connectivity](https://www.etops.com/de/products/etops-connectivity/) · [APIs](https://www.etops.com/de/products/etops-apis/) · [Analytics Studio](https://www.etops.com/de/products/etops-analytics-studio/) · [Wealth Reporting](https://www.etops.com/de/products/etops-wealth-reporting/) · [Fund Monitor](https://www.etops.com/de/products/etops-fund-monitor/) · [Wealth Services](https://www.etops.com/de/products/etops-wealth-services/) · [AM Services](https://www.etops.com/de/products/etops-am-services/) · [FinanzPortal](https://www.etops.com/de/products/etops-finanzportal/)

## Optional

- [Imprint / Impressum](https://www.etops.com/imprint/): Legal entities, addresses, and registration details (Etops Group AG, niiio finance group AG, and subsidiaries).
- [Privacy Policy](https://www.etops.com/privacy-policy/): Data protection information.
- [XML Sitemap](https://www.etops.com/sitemap_index.xml): Full machine-readable list of all pages, products, case studies, and blog posts (EN + DE).