etops Wealth Discovery
Your new financial superpower
With our revolutionary etops Wealth Discovery, we empower wealth managers to deliver exceptional service to high-net-worth clients, navigate complex markets, and drive growth while ensuring regulatory compliance and cost-effectiveness. Simplify your everyday work and make it more efficient through services in portfolio monitoring and analytics, reporting, fee management and client relationship management.
User-Specific Insights
Create customized views and analyze wealth data at any level—portfolio, family, or mandate. Get powerful insights into allocation, risk, and performance with ease.
Effortless Monitoring
Stay on top of investment guidelines across asset classes and ensure compliance with seamless real-time monitoring tools tailored to your needs.
Flexible Reporting
Generate clear, visually appealing reports and factsheets for clients, management, and regulatory authorities—perfect for every reporting requirement.
Analytics
Effortlessly tailor your wealth data analysis. Create user-specific views and analyze portfolios, families, or mandates as needed. Access allocation analysis, risk figures, performance measurements, exposures, and net asset values – all in one place.
Monitoring
Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.
Client Management
Centralize client data, documents, and communication in one hub. Navigate regulatory waters with KYC, AML, and PEP classifications with ease, ensuring compliance and fostering trust. Creating contact reports has never been more enjoyable.
Co-Pilot
Meet your chatbot for wealth and investment management. Etops Co-Pilot streamlines tasks, offers insights, and optimizes workflows, freeing you from tedious tasks to focus on what matters most.
Document Management
Organize, archive, download and manage your documents with our integrated document management. portfolio management tool provides a secure and streamlined way to store, access, and share important files. From client agreements to investment reports, everything is just a click away. Enhance collaboration, ensure compliance, and save time by eliminating manual document handling.
How does the Wealth Discovery support compliance requirements?
Our app includes built-in features for regulatory compliance, such as KYC, AML, and PEP classification tools, ensuring seamless adherence to industry standards.
Can Wealth Discovery generate custom reports?
Absolutely! You can create flexible, visually appealing reports tailored to different needs—be it for clients, internal teams, or regulatory bodies.
Is the Wealth Discovery App compatible with my existing systems?
Yes, our API-first approach ensures that the app integrates smoothly with your system landscape, offering scalability and flexibility.
How can I tailor the Wealth Discovery to specific investment strategies or client types?
With features like user-specific views and customizable benchmarks, the app supports diverse investment strategies and client segmentation, enhancing personalized analysis.
What level of support can I expect for setup and ongoing maintenance?
Our team provides comprehensive support during setup and continues to offer assistance to ensure the Wealth Discovery meets your evolving business needs.
Alexander Sinn
David Schneider
Anthony Gimigliano
Sacha Fedier
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