Product Ecosystem
Etops Product Finder
Find the perfect product for your needs.
I am a ...
I am a ... 
- Wealth Manager
- Asset Manager
- Family Office
- IFA
- Bank
- Insurance
- Developer
I need help with ...
I need help with ...
- Generating new client leads
- Managing my clientbook
- Providing personal investment advice
- Providing digital investment advice
- Archiving of client conversations ('taping')
- Managing investment portfolios
- Managing orders and execution
- Establishing connectivity with brokers and custodians
- Analyzing client data
- Outsourcing my middle- and back-office activities
Find Product
Lead Generation & Prospecting
etops Financial Planner
Enhance your advisory with digital financial planning, holistic analysis, and automated reporting fully integrated and compliant.
Data & APIs
etops APIs
Harness scalable RESTful APIs for integrated wealth analytics—build custom apps quickly and enhance client experiences.
Analytics & Reporting
etops Fund Monitor
Meet regulatory requirements and minimize risks with our managed risk service and real-time fund analysis.
Services
etops AM Services
Optimize asset management with cost‐effective outsourcing, accurate data handling, and streamlined compliance support.
Services
etops Wealth Services
Simplify mid‐ and back‐office operations, enhance data management, and reduce costs with scalable wealth management support.
Analytics & Reporting
etops Analytics Studio
Elevate decision‐making with powerful analytics—seamlessly manage data from collection to dynamic visualization.
Data & APIs
etops Connectivity
Unlock valuable insights by processing trade confirmations in any format (EBICS, SWIFT, SFTP) for a frictionless data flow.
Ordering & Execution
etops FIXhub
Connect to hundreds of global buy‐ and sell‐side counterparties with one FIX network, reducing complexity in trade routing.
Ordering & Execution
etops Order Manager
Optimize order execution in all asset classes via a fully integrated FIX routing network—streamline trades effortlessly.
Portfolio Management
etops Asset Manager Pro
Integrate portfolio, risk, compliance, and order management into one solution to simplify asset management processes.
Portfolio Management
etops Portfolio Manager
Group portfolios, mandates, and consolidated analytics with ease—flexible reporting for any wealth management scenario.
Analytics & Reporting
etops Wealth Reporting
Create flexible, visually appealing reports and factsheets for clients and regulators—streamline audits and compliance.
Client Management & Advisory
etops Wealth Discovery
Boost efficiency in daily operations with portfolio monitoring, analytics, fee management, and client relationship tools.
Client Management & Advisory
etops Advisory Hub
Onboard new clients with ease and deliver personalized advice through innovative, compliant processes.
Client Management & Advisory
etops Robo Advisor
Offer a turnkey digital wealth platform—enhance advisory capabilities and engage clients with automated solutions.
