Portfolio Management System
The comprehensive PMS solution with integrated CRM covers all aspects of the wealth management business.
In December 2020 Etops acquired the Evolute Group AG and is currently in the process of integrating both its products and its structures into the Etops Group.
This process includes some rebranding actions which will bring new looks and features to the solutions provided by Evolute.
Information on the current system are still available on the Evolute website: