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Find the perfect solution for your needs.
Discover our ecosystem of innovative products designed to transform your wealth and asset management operations. Browse through the options below to explore how each solution can help you achieve your goals. Ready to see one in action? Book a demo to dive deeper into any of our offerings.
etops APIs
Harness scalable RESTful APIs for integrated wealth analytics—build custom apps quickly and enhance client experiences.
Get a demoetops Fund Monitor
Meet regulatory obligations and mitigate risk for investment funds with our managed risk service and real‐time fund insights.
Get a demoetops AM Services
Simplify mid‐ and back‐office operations, enhance data management, and reduce costs with scalable wealth management support.
Get a demoetops Analytics Studio
Elevate decision‐making with powerful analytics—seamlessly manage data from collection to dynamic visualization.
Get a demoetops Connectivity
Unlock valuable insights by processing trade confirmations in any format (EBICS, SWIFT, SFTP) for a frictionless data flow.
Get a demoetops Fixhub
Connect to hundreds of global buy‐ and sell‐side counterparties with one FIX network, reducing complexity in trade routing.
Get a demoetops Order Manager
Optimize order execution in all asset classes via a fully integrated FIX routing network—streamline trades effortlessly.
Get a demoetops Asset Manager Pro
Integrate portfolio, risk, compliance, and order management into one solution to simplify asset management processes.
Get a demoetops Portfolio Manager
Group portfolios, mandates, and consolidated analytics with ease—flexible reporting for any wealth management scenario.
Get a demoetops Wealth Reporting
Create flexible, visually appealing reports and factsheets for clients and regulators—streamline audits and compliance.
Get a demoetops Wealth Discovery
Boost efficiency in daily operations with portfolio monitoring, analytics, fee management, and client relationship tools.
Get a demoetops Advisory Hub
Onboard new clients with ease and deliver personalized advice through innovative, compliant processes.
Get a demoetops Robo Advisor
Offer a turnkey digital wealth platform—enhance advisory capabilities and engage clients with automated solutions.
Get a demoetops Sales Intelligence
Identify promising prospects across key segments for targeted outreach—grow revenue with data‐driven lead insights.
Get a demoetops Compliance Recorder
Record advisory conversations effortlessly and compliantly—no additional hardware or software required.
Get a demoetops Wealth Services
Simplify mid‐ and back‐office operations, enhance data management, and reduce costs with scalable wealth management support.
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