Portfolio Management System

WE CREATE EFFICIENCY
FOR YOUR WEALTH MANAGEMENT BUSINESS.

Regulatory requirements and higher client expectations – Etops PMS and CRM system helps you to cope with the challenges and let you focus on your actual business.

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:

www.evolute.com

Evolute’s CRM and Portfolio Management Software with its integrated marketplace for financial products and services enables independent wealth managers, to strengthen and expand their market position.



Please contact us for more information