Superior and tailored experiences with etops Advisory Hub

The etops Advisory Hub simplifies investment advisory through a range of innovative features and functionalities. Key highlights include:

• Custodian Connectivity: Built-in interfaces to custodian banks enable seamless order processing across multiple institutions. The platform consolidates all data, providing a foundation for comprehensive analysis.

• Intuitive User Experience: The platform features an intuitive interface that simplifies navigation for both advisors and clients, ensuring a smooth and engaging user journey.

• Flexible Advisory Models: The software supports personal, digital, and hybrid advisory models, allowing firms to adapt to diverse client preferences and modern service standards.

• Seamless Regulatory Compliance: Integrated procedures and automated documentation ensure that all workflows remain fully compliant with industry regulations at all times.

Yes, thanks to its API-first architecture, the etops Advisory Hub can be seamlessly integrated with other systems. These include existing systems used by banks, asset managers, and other financial service providers. Integration with other etops products is also possible.

Thanks to seamless integration via API-based interfaces, orders can be quickly captured and processed. This minimizes manual effort and the risk of errors. It is also possible to create a mobile version of the platform to ensure even more flexible use.

We designed the product to provide the best possible support for client consulting. As a result, it can be used for both in-person and digital client support. Even if you combine both models or transition seamlessly between them, the etops Advisory Hub is the right choice for you.

The software ensures compliance with regulatory requirements by supporting the following procedures and documentation:

• KYC procedures Automatic reporting on costs and benefits
• Documentation in compliance with MiFID II and FinVermV

When using the etops Advisory Hub, you can rely on our comprehensive regulatory expertise and full legal certainty.

Implementing the etops Advisory Hub involves a few steps, but it is fairly straightforward. The process depends on factors such as your business model, existing systems, and regulatory environment.

• First, define the goals you want to achieve with the etops Advisory Hub. For example, do you want to introduce hybrid consulting or automate compliance? Of course, it is possible to pursue multiple goals with the software.
• At the same time, conduct an assessment of your current situation, reviewing your existing systems, processes, and interfaces.
• Thanks to the platform’s API-based interfaces, integration with your system is straightforward. This saves you the time-consuming task of migrating customer data, accounts, and assets.
• During onboarding, employees and customers learn how to use the new platform. Since it is very intuitive, this takes very little time.
• In the pilot phase, all users test whether they can use the software optimally. Adjustments can be made based on the feedback.

The platform enhances wealth management in a variety of ways. Here are the key areas:

• Analytical advantages: Because all portfolio data and reporting tools are consolidated in one place, a comprehensive database is created. This enables advisors to make quick and informed decisions.
• Increased efficiency: The API-based interfaces eliminate the need to enter or migrate client data. Instead, thanks to the integration with the existing system, the data is immediately available, saving a great deal of effort and reducing sources of error. Additionally, operational processes can be standardized, which also contributes to greater efficiency.
• Improved customer experience: The software provides a consolidated view of client assets across multiple custodian banks. This gives advisors an optimal overview and enables them to perform their duties more effectively. Furthermore, the platform supports hybrid models combining in-person and digital advisory services, thereby meeting modern client expectations.
• Compliance: The integrated compliance procedures ensure that advisory and administrative processes always meet legal requirements.

Furthermore, the etops Advsiory Hub can be easily scaled. This is particularly appealing to advisors who wish to expand their advisory services in the future.

Onboarding is always a critical phase in the software industry. It is essential to ensure that all stakeholders can use the platform effectively and take full advantage of its benefits. The etops Advisory Hub is so intuitive that very few users encounter any issues. This removes the barrier to entry—not only for customers but also for consultants.

While our platform leverages all the benefits of the digital world, it also integrates seamlessly with in-person consulting. This allows you to continue serving customers who value personal contact with you. Hybrid models are also possible, where processes are initiated digitally and continued in person, for example.

Digital onboarding offers several advantages. Above all, it makes the process faster and more efficient for both parties.

• Clients can complete the onboarding process at any time when it is done digitally. No in-person appointment with the advisor is necessary. Additionally, there is no need to fill out paper forms. All contracts and documents can be signed electronically. And it’s always clear which steps are still pending.
• Advisors benefit most from the fact that many steps of the digital onboarding process are automated. This means the advisor has fewer forms to fill out.

Thanks to encrypted data transmission, clients’ sensitive information is protected from unauthorized access at all times. Compliance with the GDPR is also always ensured.

If you have any further questions about the etops Advisory Hub, please feel free to send us a message. You can use the form on our contact page for this purpose. You are also welcome to book a demo to see the benefits of our software for yourself.

An Advisory Hub is a centralized platform that streamlines the investment advisory process. It integrates client data, portfolio analysis, and compliance workflows into a single interface, enabling wealth managers to provide personalized advice at scale while bridging the gap between personal and digital client relationships.

The etops Advisory Hub accelerates onboarding by replacing paper forms with digital processes and electronic signatures. Its intuitive design and API-based integration with existing systems eliminate the need for manual data migration, making the experience faster and error-free for both advisors and clients.

The etops Advisory Hub includes integrated KYC procedures, automated reporting on costs and benefits, and full documentation compliance for MiFID II and FinVermV. These automated workflows ensure that all advisory steps are audit-ready and meet legal requirements at all times.

Absolutely. Thanks to its API-first architecture, the etops Advisory Hub features built-in interfaces to multiple custodian banks. This allows advisors to consolidate data from various institutions, providing a comprehensive view of client assets and enabling direct order processing.