Family Offices

Optimize your family office operations with our platform solution tailored to meet your specific needs. Streamline multi-bank reporting and effectively manage diverse illiquid assets. Facilitate wealth structuring for a comprehensive view of total assets.

Navigate complexities

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.

Unlocking efficiency with Etops

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.

Main features

Wealth reporting

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.

Holistic perspective

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.

Wealth structure

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.

Transparency

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.

FAQ

Do you have a question? We have the answer.

Does the system cover non-bankable assets?

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.

How is the data for a consolidated multi-bank approach maintained in the system?

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.

Is it possible to map complex ownership structures with their share of assets in the system?

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.

Can the transactions be transferred electronically to a securities accounting system?

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.

Does the system allow a consolidation across multiple custodians?

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.

Where is the data stored and how does Etops guarantee data security?

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.

Could the reports be customised to our design and which languages are available?

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.

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