Banks
Accelerate data strategy from months to weeks. Build seamless 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 Wealth 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.
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.
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.
No, the whole platform is based on a cloud-based SaaS approach.
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.
Experience your new financial superpower
Let us demonstrate what the Wealth Discovery App and etopsOS can do for your business.
You have the challenge,
we have the solution
We understand the diverse challenges in the financial industry and offer solutions for a wide range of liquid and illiquid assets. Find out how you can best use our products and services, separately or combined in our leading wealth data platform.
Why our clients choose us
David Schneider
COO, Verium AG
Alexander Sinn
Co-Founder and CEO of 47 Capital AG
Anthony Gimigliano
Head Institutional Desk Swissquote
Sacha Fedier
CEO VT Wealth Management
Patrick Marty
COO Finaport Group