etops AM Services

Unlock Operational Excellence for Asset Management

Streamline asset management tasks with Etops’ specialized outsourcing services. Focus on high-level strategy and growth, while we handle the day-to-day operational details.

Strategic Cost Savings

Lower operational costs without sacrificing quality or precision.

Data-Driven Decisions

Leverage high-quality data to guide your asset management strategy.

Effortless Scalability

Easily expand services to accommodate larger or more complex portfolios.

Get a demo

Fund Operations Outsourcing

Entrust us with the full management of your funds, from booking to compliance, ensuring smooth, efficient operations at every stage. Our comprehensive service allows you to focus on growing your business while we handle the details.

Comprehensive Data Management

Ensure the highest reliability of your data through our rigorous processes, covering everything from custodian reconciliation to asset valuation. We safeguard the integrity of your data to help you make well-informed investment decisions.

Precision Reporting Services

Receive customized reports that meet your exact needs—from regulatory compliance to client-ready factsheets—delivered with exceptional accuracy and timeliness. Our precise reporting ensures you stay ahead of regulatory requirements and client expectations.

Risk and Compliance Expertise

Navigate complex regulatory environments with our expert support, ensuring compliance while optimizing your risk management strategies. We provide the insight and guidance you need to manage risks effectively and meet regulatory standards.

Scalable Support for Diverse Portfolios

Grow with confidence using our scalable, adaptable services that support a wide range of asset types, from liquid to illiquid investments. Our products are designed to evolve with your portfolio’s needs, ensuring efficient management at every stage.

How can Etops support my compliance requirements?

Our team is well-versed in regulatory reporting, providing you with accurate, timely, and compliant reports for peace of mind.

Can Etops handle large or complex asset portfolios?

Absolutely, we specialize in scalable solutions for a wide range of portfolio sizes and complexities.

What type of reports can I expect from Etops?

We offer customized reports, including client factsheets, regulatory documentation, and in-depth performance reports.

Alexander Sinn

Co-Founder & CEO
47 Capital AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

David Schneider

COO
Verium AG

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.

Anthony Gimigliano

Head Institutional Desk
Swissquote

Etops' solution allows us to save a lot of time and is efficiently designed so that we can focus on our core business. The detailed reports have significantly improved our service, providing a clear added value to our clients.

Sacha Fedier

CEO
VT Wealth Management

With just a few clicks, employees have access to all important information, giving them more time to focus on their core competencies—making well-founded, investor-focused decisions.

Latest news

Industry Insights

From Regulation to Reputation: The Deeper Impact of MiFID II

In today’s financial services landscape, trust is built not only on market performance and personalized advice, but also on transparency and adherence to regulatory standards....

News

The next milestone in forming the European WealthTech Powerhouse: Etops’ and niiio finance group’s client businesses align under the Etops brand

Etops Group AG and niiio finance group AG, two leading names in the European WealthTech industry, proudly announce a further milestone on their strategic roadmap....