Use Cases

Navigating the dynamic landscape of wealth management is made easier with Etops' platform, your key to success. Our solution empowers professionals to overcome regulatory challenges, adapt seamlessly to changes in client expectations and enhance efficiency.

Optimize your family office operations with our platform solution tailored to meet your specific needs. Streamline multi-bank reporting and effectively manage diverse illiquid assets. Facilitate wealth structuring for a comprehensive view of total assets.

Institutional investors, particularly pension funds, find unparalleled advantages with our platform. Etops delivers precision in portfolio management, ensuring optimal asset allocation and risk mitigation.

Accelerate your data strategy in wealth management from months to weeks. Build powerful client experiences that live up to the wealth transfer generation and impress with interactive multi custody reporting.

Enter etopsOS, the SaaS platform accelerating your development. Say goodbye to legacy system constraints as our cloud-based infrastructure fuels your applications. Our Restful API streamlines integration, offering clarity and ease of use.

Our AI recognises the best paths to connect to almost all wealthy individuals across Switzerland and Germany. It helps you to understand and evaluate which of your clients are of high promoter value and which can be an effective door opener to potential clients.