etops APIs

Build powerful wealth management apps

We provide scalable RESTful APIs with powerful wealth analytics which can be fully integrated in your system landscape and client experiences. This is how you build apps in weeks, not years!

Rapid App Development

Build wealth and asset management apps in weeks, not years, with scalable, fully integrable APIs.

Real-Time Financial Insights

Gain a unified view of portfolios, enhancing transparency and risk management with consolidated analytics.

Complete Wealth Analysis

Access performance, risk, and exposure insights across all levels for informed, data-driven decisions.

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Data consolidation analytics & reporting

Get real-time data analytics across all your portfolios and positions. Consolidate across custodians, portfolio and mandates. Enhance transparency and mitigate risks by leveraging our sophisticated reporting API, providing you with a holistic view of your financial landscape.

Third-party integrations

Build, integrate and launch your financial app on our pms or be integrated as a hyperapp in our etops Wealth Discovery app and join our partner program to profit from our larger distribution base.

Performance, risk & exposure APIs

Access comprehensive performance, risk and exposure figures across all your consolidation levels in real-time. Build a wealth management risk system and uncover opportunities across the entire asset basis.

Portfolio & transaction analysis API

Access all your portfolios, positions and transactions across all custodians and all asset types. Ready to build dashboards, management information systems, or wealth insights? We can help you get your data science journey on the way!

Consolidation & analytics API

Define your data grouping preferences and specify the consolidation level required for optimal analytics. Compare and measure against your predefined trading strategies and execute orders efficiently while ensuring compliance with investment policies that go further than just your portfolio level.

What is an API?

API is the acronym for Application Programming Interface, which is method for software applications to talk to each other. Each time you use an app like Outlook, send an instant message or check the weather on your phone, you’re using an API. Etops has two distinct API’s for different purposes, the portfolio analysis API and the Data API.

What is the RESTful API?

Our RESTful API portfolio analysis offers the possibility to create evaluations based on key figures for a portfolio or a set of portfolios. The metrics can be grouped across various levels. The retrieval is possible via the REST interface and the communication takes place in JSON format.

What is the Etops Data API?

Our Data API offers the possibility to get static data related to you clients, portfolios, mandates and instruments. It can be as easy as retrieving the clients domicile or posting an updated risk profile for a client. The retrieval is possible via the REST interface and the communication takes place in JSON format.

Where are the APIs documented?

Get in contact with sales and we make sure we provide you with the necessary documentation to get started. We will soon have a dedicated developer.etops.com page to make you more self-serving. Keep coming back 😉

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.

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