Proven services that fit your business

Outsource your daily tasks to us! We provide you a experienced mid- and back-office team, proven data management services and modern technology to create factsheets and reports. Meanwhile you can focus on your business strategies, reduce your costs and make your business even more scalable.

Access expertise and scale to your needs

Mid- and back-office outsourcing

We take over your mid- and back-office tasks and you concentrate on your core strengths and strategic goals. Lower labour and operational costs can lead to significant savings. Fixed or predictable costs facilitate budget planning. Improve service quality and responsiveness for enhanced customer satisfaction. Make your business more scalable by outsourcing services to Etops.

Strategic outsourcing with cost savings and expertise

Fund operations outsourcing

Etops experienced operations team is prepared to take care of all types of funds including private equity focused vehicles. Enjoy reduced operational costs, enhanced scalability for varying fund sizes, and access to specialized expertise in compliance and regulatory reporting. Let our team book and operate for you and create informative factsheets and comprehensive risk and performance reports.

Highest data quality for your business

Data management outsourcing

From daily reconciliation of custodian data to the meticulous maintenance of master data, efficient management of valuations, to the expert handling of liquid and illiquid asset bookings –strategic outsourcing ensures data precision, reduces errors, and unlocks the potential for enhanced decision-making for your business, paving the way for a data-driven future. Etops operations ensure the highest quality of data for your business needs.

Let us produce reports of the highestquality

Outsourced reporting services

Etops Reporting Services guarantee a new standard of precision and efficiency. From crafting client and regulatory reports to creating compliant factsheets and specialized reports e.g. for private equity funds, and multi-bank consolidated reports for UHNWI – Etops ensures accurate, timely, and bespoke reporting. Elevate transparency, meet regulatory demands effortlessly, and offer unparalleled insights to your clients and stakeholders.

Your trusted partner for navigating the future of wealth management

We are a swiss-based tech innovation company with over a decade of experience. We provide a powerful wealth data platform and services to solve complex financial problems for investment managers.

Mood picture etops wealth management

Data-driven

We build data driven products leveraging the revolutionary power of the cloud, machine learning and genAI.

Service-oriented

Mid and back office services support and ensure flawless operations allowing you to focus on your core business.

Scalability-focused

We enable flexibility in integrating third party solutions to provide additional functionality and extendable to anything via APIs.

Why our clients choose us

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.

David Schneider

COO, Verium 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.

Alexander Sinn

Co-Founder and CEO of 47 Capital AG

Die Lösung von Etops erlaubt es uns viel Zeit zu sparen und ist effizient gestaltet, damit wir uns auf das Kerngeschäft konzentrieren können. Die detaillierten Reportings haben unseren Service deutlich verbessert und können somit unseren Kunden einen klaren Mehrwert bieten.

Anthony Gimigliano

Head Institutional Desk Swissquote

Mit wenigen Klicks haben die Mitarbeiter Zugang zu allen wichtigen Informationen und somit mehr Zeit sich auf ihre Kernkompetenzen zu fokussieren, nämlich fundierte und anlegerbezogene Entscheide zu treffen.

Sacha Fedier

CEO VT Wealth Management

Mit Etops sind wir schneller und dank Automatisierung auch zuverlässiger und sicherer unterwegs.

Patrick Marty

COO Finaport Group