Wealth Managers
Empowering 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.
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 Benefits
Find the best products tailored to wealth managers. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.
Compliance
Comprehensively meeting both Swiss and EU requirements, our solution helps you achieve full compliance. The ecosystem ensures ongoing monitoring of investment guidelines, both pre- and post-trade in combination with CRM features.
Multi Custody
With built-in multi-custody integration, our products allow you to manage assets across multiple custodians from a single platform. This flexibility ensures that wealth managers can cater to clients with diverse custodial relationships while maintaining a unified and efficient workflow.
Client Lifecycle Support
Our platform seamlessly supports the entire client lifecycle, from initial onboarding to ongoing relationship management. The platform enables efficient monitoring of client interactions, portfolio performance, and compliance requirements, ensuring an elevated experience at every touchpoint while reducing manual effort.
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.
Products for Wealth Managers
Client Management & Advisory
etops Wealth Discovery
Analytics & Reporting
etops Wealth Reporting
Analytics & Reporting
etops Compliance Recorder
Portfolio Management
etops Portfolio Manager
Ordering & Execution
etops FIXhub
Data & APIs
etops Connectivity
Analytics & Reporting
etops Analytics Studio
Services
etops Wealth Services
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