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.
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