Wealth Managers

Navigating the dynamic landscape of wealth management is made easier with Etops' platform, your key to success. Our solution empowers professionals to overcome regulatory challenges, adapt seamlessly to changes in client expectations and enhance efficiency.

Navigating challenges

In the ever-evolving world of independent asset management, professionals face unique challenges. The continuous rise in regulatory demands, combined with shrinking margins and heightened client expectations, underscores the urgency for swift and thorough digitalization efforts. To stay competitive, independent asset managers must navigate this intricate landscape with agility, embracing technology to streamline operations and cater to the ever-changing needs of their clientele.

The transformative power of our platform

Tailored to meet the demands of heightened regulations, financial constraints, and evolving client expectations, Etops’ solution facilitates seamless and agile digitalization. Our ecosystem offers a comprehensive suite of tools, it equips wealth managers to efficiently address compliance requirements, optimize operations, meet the dynamic needs of their clientele and also actively supports the relationship managers in their daily work. Our platform is the key to not just adapting to change but leading in the competitive landscape of wealth management.

Main features

Compliance

Comprehensively meeting both Swiss and EU requirements, Etops’ solution helps you achieve full compliance. The platform ensures ongoing monitoring of investment guidelines, both pre- and post-trade in combination with CRM features.

Fee management

Our platform accommodates various fee models including management or performance-based concepts, supports configurable fee runs for periodic billing with automated invoice preparation, and ensures transparency with features like discounting, tiered models, and reporting overviews.

Integrated CRM

The integrated CRM covers essential aspects like risk profiles, client categorization, ESG preferences, KYC data, and regulatory steps. Generate contact reports effortlessly and manage documents seamlessly with the ability to store and assign them directly within the platform.

Client reporting

Scheduled and ad-hoc reporting that is fast, calculated on the fly, and highly flexible. Tailor your setup with multiple individual versions of your report and white-label options. Elevate the client experience with secure access through our digital wealth application.

FAQ

Do you have a question? We have the answer.

Are my custodian banks covered?

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.

How current is the data in the system?

All positions are updated daily, i.e. coming into your office in the morning you will see all positions as of yesterday valued with their closing prices.

Which regulatory topics are covered?

The system provides all necessary features to ensure the compliance with local regulations both within Switzerland and the EU, this includes compliance with FIDLEG and MiFID II but also with AML related regulations.

Does the system support the fee management process?

The system can calculate management fees based on different approaches including performance-based fees (covering High Watermark and hurdle rates). A dedicated fee run mechanism allows specific amendments and the consideration of special agreements. Other fees like transaction-based fees are covered by the custodian bank interfaces and can be reviewed in the transaction details.

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