etops Asset Manager Pro

Advanced portfolio management system

Enhance performance, ensure compliance, and significantly improve operational efficiency in the complex European regulatory landscape. The etops Asset Manager Pro is specifically designed for European asset managers, investment managers, and custodians. Streamline your operations with intuitive software that combines expert end-to-end process steps with seamless functionality.

Comprehensive

Front-to-back investment management solutions with seamless processing.

Streamlined

Straight-through processing for full control over asset management.

Powerful

High-performance order management tools for complex investment compliance.

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Advanced Portfolio & Risk Management

Our platform empowers asset managers with advanced tools for optimizing portfolio performance. Leverage real-time analytics, risk mitigation strategies, and performance attribution to make informed investment decisions and drive higher returns. Gain insights into market trends and portfolio exposure to identify alpha sources and reduce risk.

Robust European Compliance

Stay ahead of evolving European regulations with automated compliance monitoring. Our platform provides customizable dashboards for regulatory oversight and BaFin reporting, ensuring real-time monitoring of portfolio exposure and compliance thresholds. Be confident in your ability to navigate complex regulatory landscapes with our built-in compliance tools.

Seamless Capital Market Connectivity

Access extensive local market connectivity for efficient trading, ensuring your orders reach their destination with minimal latency. Our platform’s straight-through processing capabilities and flexible architecture allow for both out-of-the-box solutions and highly customized workflows, meeting the specific needs of your trading environment.

End-to-End Automation for Operational Efficiency

Increase efficiency by automating manual tasks across your operations. Our platform streamlines processes, from portfolio management to compliance checks, reducing human error and improving operational agility. Take advantage of cutting-edge automation tools to focus on high-value activities and drive profitability.

Can the solution cover my individual business model?

Our solutions are designed to provide maximum flexibility based on a powerful core system.

What effort is involved in onboarding for me?

Onboarding involves minimal effort for you. Thanks to our agile project management and experienced project managers, we can guarantee a rapid introduction with low resource input on your part and realize short implementation times.

What support will I receive during running operations?

During operation, you will receive comprehensive support from our specialists, who will be on hand to answer any questions you may have. In addition, we offer customized training courses via our Academy – both initial and ongoing – to ensure that you get the most out of the system.

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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