etops Robo Advisor

Personalized, Compliant, and Efficient Wealth Management at Scale

The etops Robo Advisor combines advanced AI technology with regulatory expertise and psychological insights. We empower financial institutions to deliver personalized, compliant, and efficient wealth management services at scale, while enhancing client engagement and transparency.

Instant

Launch your digital offering in weeks with our turnkey etops Robo Advisor.

Flexible

ailor corporate identity, portfolio strategies, and custodian integration to your needs.

Secure

Ensure full regulatory compliance with top-tier security standards.

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Scalable & Automated Wealth Management

Guide clients through an intuitive, structured onboarding and advisory process. Our platform generates engaging, visualized investment proposals with personalized content—ensuring a professional and seamless client experience that integrates fully with your corporate branding.

Enhanced Transparency & Client Engagement

Reduce manual effort and optimize portfolio management with intelligent automation. From client onboarding to investment proposal generation, our platform standardizes workflows to ensure consistency, improve efficiency, and enable high-volume advisory services without added complexity.

Personalized & Visual Advisory Experience

Regulatory Compliance, Automated & Secure

Meet MiFID II requirements effortlessly with automated documentation. Generate suitability statements, ex-ante cost disclosures, and product information in real time, while maintaining a complete digital audit trail. Centralized filing and sampling capabilities streamline compliance reviews and enhance operational efficiency.

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

News

Finanzportal24 becomes part of Etops and strengthens the group’s offering in financial planning software

Etops expands its service portfolio with the acquisition of Finanzportal24, a leading provider of financial planning software in Germany.