etops Wealth Services

Power Your Growth with Expert Support

Focus on your core strategies while we handle the rest. Etops offers seamless outsourcing for wealth managers, delivering high-quality, cost-efficient support across mid- and back-office operations.

Enhanced Efficiency

Offload operational tasks to a skilled team, saving time and resources.

Data Precision

Gain accurate, reliable data management for smarter decision-making.

Scalability at Lower Costs

Optimize costs and easily scale as your business grows.

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Mid- and Back-Office Outsourcing

Streamline operations by entrusting us with daily administrative and operational tasks, letting you focus on client relationships and growth. Offload mid- and back-office tasks, such as trade reconciliation, reporting, and compliance, with our scalable support services.

Data Management Expertise

Empower your business to scale efficiently and drive long-term growth. Benefit from precise, secure data handling—from reconciliation to asset bookings, ensuring accuracy for effective decision-making.

Regulatory and Client Reporting

Meet regulatory demands with confidence. Our reporting services deliver client reports, compliant factsheets, and consolidated UHNWI reports.

Fund Operations

Manage diverse funds with ease, from private equity to varied portfolios, while reducing operational costs through dedicated expertise.

Risk and Performance Reporting

Receive in-depth risk and performance insights to inform strategic planning and boost portfolio success.

How does Etops ensure data accuracy in outsourced operations?

We use advanced data management practices, secure technology, and a meticulous reconciliation process to maintain the highest standards.

Can you handle reporting for complex portfolios?

Yes, our team specializes in generating detailed reports for varied portfolios, including consolidated reports and private equity funds.

How quickly can I scale services with Etops?

Our flexible solutions allow for quick and seamless scaling to match your evolving business needs.

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

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