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.
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.
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.
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.
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.
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.
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