Wealth Managers
Navigate the wealth management's dynamic landscape with ease. Overcome regulatory hurdles, adapt to changing expectations, and boost 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.
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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 Wealth Discovery App.
FAQ
Do you have a question? We have the answer.
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.
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.
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.
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.
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