In the contemporary landscape private banking has to navigate complexities such as heightened regulatory demands, evolving client expectations, and the imperative to adopt advanced technologies. As the financial ecosystem continues to transform, upcoming challenges encompass the need for robust cybersecurity measures, staying abreast of emerging fintech trends, and effectively addressing the changing demographics and preferences of a new generation of clients.
Etops state-of-the-art reporting, attractive web frontends, and digital access for clients offer the tools to meet changing client expectations, while customizable dashboards and smart solutions empower relationship managers. With Etops, private banks can confidently overcome challenges, leveraging technology to thrive in the ever-evolving financial services landscape.
Customer demands are constantly increasing, and the next generation of digital natives expect to be able to access their portfolios at any time, from anywhere. Etops offers perfect solutions for this, which also meet the requirements of the HNWI and UHNWI segments - access via web browser or mobile app with a total asset view (including illiquid assets) and multi-bank consolidation.
The tasks of an advisor or relationship manager today are more extensive than ever before. Our Co-Pilot actively supports advisors in their daily work (e.g. preparing contact reports and portfolio summaries). Our discovery app provides information about clients and links their wealth in an easy to understand way.
Offer your clients from the external asset manager segment a new kind of user experience. With our white labelled platform, you can provide these valuable clients with state-of-the-art technology and increase their satisfaction. Web apps, comprehensive compliance checks, risk monitoring, fee management and last but not least flexible reporting will inspire your EAM clients.
Highly performant solution allowing the daily and ad-hoc production of client reports in an attractive modern design easily adapting to any corporate identity. Multi-bank approaches and the coverage of illiquid investments meet the requirements of your UHNW clients. The flexibility of report folders allows individual composition for different requirements.
Find out what our Wealth Discovery app and etopsOS can do for your organization. Book a demo and discover our most powerful application yet!
COO, Verium AG
Co-Founder and CEO of 47 Capital AG
Head Institutional Desk Swissquote
CEO VT Wealth Management
COO Finaport Group