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Optimize office operations meeting your specific needs. From multi-bank reporting and managing diverse illiquid assets to wealth structuring for a comprehensive view of total assets.
Family offices today are confronted with the task of efficiently managing a diverse array of illiquid assets, demanding advanced tools for valuation and strategic decision-making. Navigating multi-bank reporting adds complexity to operational processes, requiring not only seamless interfaces with custodians but also the flexibility to outsource back-office services for efficiency gains. Meeting the digital expectations of the next generation remains a pressing challenge, emphasizing the need for user-friendly interfaces and secure access. Looking ahead, family offices must anticipate the evolving financial landscape, ensuring adaptability to integrate emerging technologies seamlessly into their operational tasks.
Embark on a transformative journey with our cutting-edge cloud-based platform, designed to tackle the complexities faced by family offices. Our robust toolset offers seamless solutions, from advanced interface technology facilitating smooth interactions with custodians to comprehensive back-office outsourcing services for enhanced efficiency. At the core lies our high-performance etopsOS, proven to optimize wealth structuring, multi-bank reporting, and illiquid asset management. Our Wealth Discovers app, providing user-friendly access for the next generation. With total wealth consolidation reports, top-notch security, and the advantage of being embedded in the ecosystem, elevate your family office operations to new levels of effectiveness and security.
Etops’ Family Office Report offers a consolidated multi-bank perspective, flexible folder organization, and a sleek, modern design. White-labelled for your brand, it delivers comprehensive and clear insights, covering all asset classes in a structured and easy-to-read format.
Etops’ platform offers a total wealth view, including private equity with transaction-based insights and real estate with linked mortgages. Expand your wealth analysis to include diverse assets like works of art, vintage cars, aircraft, racehorses, and insurance contracts — all seamlessly consolidated on screen and in reports.
Effortlessly navigate the intricate web of your clients' wealth structures. Clearly represent all individuals associated with their wealth, capturing stakes, transfers, and changes. Gain a comprehensive understanding of your clients' entire wealth situation, achieving transparency and simplifying even the most complex ownership structures.
Embrace the future of wealth reporting with our digital solution, providing secure web access and dedicated mobile apps. Grant your clients a unique user experience as they explore their wealth. Stay ahead of generational expectations, catering to digital natives and ensuring seamless access to financial insights.
Do you have a question? We have the answer.
Yes, our system comprehensively covers non-bankable assets. Whether it's real estate, private equity, collectibles like art and vintage cars, or other unique assets such as aircraft and racehorses, our platform ensures a holistic approach to managing diverse and unconventional wealth holdings.
Our platform integrates with various banking systems, allowing for the efficient aggregation of financial data from multiple banks. Through secure interfaces and data synchronization processes, you can trust that the consolidated view is up-to-date, accurate, and readily available for comprehensive wealth management analysis. The additional operations services ensure the highest level of data quality by daily reconciliation and plausibility checks.
Our platform is designed to handle complex ownership structures with precision. You can map intricate relationships, delineate share of assets, and gain a comprehensive understanding of the ownership dynamics within the system. This feature enhances transparency and simplifies the management of even the most intricate ownership scenarios.
Etops provides electronic interfaces with more than 100 custodian banks. A full list of can be provided on request. Additionally, Etops’ operations team supports the data import with daily reconciliation and data enrichment activities plus manual bookings where necessary.
Our system enables consolidation across multiple custodians, providing a unified and comprehensive view of your clients' wealth. Whether you're managing assets with different custodians or across various financial institutions, our platform ensures seamless integration, allowing you to monitor and analyse the entire portfolio and levels and structures defined cohesively.
The Etops platform is hosted in a secure cloud environment, leveraging the flexibility of our infrastructure to establish additional servers in any location as needed. This ensures that data can be strategically stored within the selected country, aligning with regulatory requirements and offering a robust solution for maintaining data security and compliance. Our cloud infrastructure adheres to industry-leading security standards, incorporating advanced encryption and access controls. With regular security audits and monitoring protocols in place, we ensure the highest level of data security for your wealth management operations, regardless of your location.
Etops’ platform allows for the customization of reports to align with your specific design preferences. We can tailor the branding elements (colours and logos) to reflect your unique style. Additionally, our system supports multiple languages (English, French, German, Italian), offering flexibility to generate reports in the language of your choice to cater to diverse client needs and preferences.
Let us demonstrate what the Wealth Discovery App and etopsOS can do for your business.
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.
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