etops Portfolio Manager
Integrated Portfolio Management for Wealth Managers
Enhance your wealth management capabilities with our Portfolio Manager, designed specifically for wealth managers. Efficiently oversee client portfolios, monitor performance, and ensure compliance with industry regulations. Leverage customizable dashboards, seamless data integration, and advanced analytics to deliver exceptional value to your clients.
Comprehensive Portfolio Oversight
Manage and monitor all client portfolios from a single, integrated platform for streamlined operations.
Customizable Dashboards
Personalize your workspace with dashboards tailored to your specific needs and preferences.
Regulatory Compliance Built-In
Stay ahead with integrated compliance features that adapt to the latest industry regulations.
Unified Portfolio Management
You can set parameters and filters to create portfolio groups, mandates or even group of mandates that match your individual needs. Consolidation and aggregation get easier and more flexible than ever. Depending on the report, you can use it to analyze asset types, industries, issuers, countries or currencies of risk.
Advanced Analytics & Reporting
The Mandate, Portfolio and Instrument Analysis allows analytics with regards to asset classification, industry, asset type and/or currency under consideration of a direct or dynamic distribution of the fund and much more. For your portfolio with fund assets (incl. PE and VC funds), we can create a transparent securities composition also known as look through. You can view the status of your portfolios in near-real time.
Seamless Data Integration
Effortlessly integrate data from multiple sources for a comprehensive view of client assets and holdings. In large and complex portfolios, illiquid or alternative investments often make up the most significant share. We also provide you with the tools for strategy, management and ownership control. Make the opportunities and risks of liquid as well as illiquid assets transparent and quantify them with reliable key figures.
Client Relationship Management
Strengthen client relationships with integrated CRM tools designed for personalized wealth management services.
What is the Portfolio Manager for Wealth Managers?
Our Portfolio Manager is a powerful, integrated platform designed to help wealth managers efficiently oversee client portfolios, monitor performance in real-time, and ensure compliance with industry regulations, all while providing advanced analytics and customizable reporting.
Can I integrate data from my existing systems into the Portfolio Manager?
Yes, the Portfolio Manager supports seamless integration with a wide range of external data sources, such as custodians, banks, and investment platforms, providing a unified view of your clients’ assets and holdings.
How does the Portfolio Manager ensure regulatory compliance?
The platform includes built-in compliance features that adapt to the latest industry regulations, helping you maintain compliance while managing portfolios and mitigating regulatory risk.
How do I get started with the Portfolio Manager?
Simply request a demo, and our team will walk you through the setup process, including data integration, customization, and training, to ensure the system meets the unique needs of your firm.
Alexander Sinn
David Schneider
Anthony Gimigliano
Sacha Fedier
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