Use Cases

We provide a wealth data platform and services to solve complex financial problems for investment managers across large variety of liquid and illiquid asset types. Discover how we support you in making better decisions and be more efficient.

Seamless and agile digitalization

Wealth Managers

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.

Use cases cash management
Use case family offices
Enhance efficiency

Family Offices

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.

Experience your new financial superpower

Let us demonstrate what the Wealth Discovery App and etopsOS can do for your business.

Empowering institutional investors

Asset Managers & Pension Funds

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

Use case funds
Use case illustration
Solutions for a client-centric future

Banks

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.

Build better apps faster

Developers

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.

illustration usecase
Illustration usecase
Reach the wealthy

Sales Intelligence

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.

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