Product Ecosystem

Tailored products at your fingertips.

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

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.

Lead Generation & Prospecting

etops Sales Intelligence

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

Analytics & Reporting

etops Compliance Recorder

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