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.

Navigate complexities

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.

Solutions for a client-centric future

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.

Main features

Transparency

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.

Advisor assistance

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.

EAM desk

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.

Client reporting

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.

FAQ

Do you have a question? We have the answer.

How do you connect with our core banking system?

Our standard implementation uses the custodian export provided by most core banking solution which is sufficient for regular use cases. Any closer integration with a core banking system is feasible but would trigger an appropriate project.

Could we integrate your solution with our e-banking?

The integration with an exisiting e-banking solution is possible either by using our white-labelled frontends or by establishing your own tailor-made fronted based on our powerful API.

Do you offer on-premise installations?

No, the whole platform is based on a cloud-based SaaS approach.

How do you guarantee the data security?

The security of our platform is a top priority, and our choice of a Software as a Service (SaaS) and cloud-based architecture plays a crucial role in ensuring robust data protection. Leveraging advanced encryption protocols, secure access controls, and regular security audits, we maintain the integrity and confidentiality of your data. With our cloud-based setup, data security is enhanced through continuous monitoring, rapid updates, and the ability to implement industry-leading security measures. Our commitment is to provide a secure and reliable environment for your financial operations.

Still have questions?

We are happy to answer them personally.

Experience your new financial superpower

Find out what our Wealth Discovery app and etopsOS can do for your organization. Book a demo and discover our most powerful application yet!

Use Cases

Solutions for the financial industry

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

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