Icon_Family_OfficeCreated with Sketch.Etops for Family Offices

360 degree
financial and wealth management.

These days wealthy familieswealthy families come to expect more from their wealth management advisors and want to have a more all-encompassing solution for their day-to-day needs. Etops supports the requirements with services, technology and strong partnerships.

These days wealthy families expect more from their wealth management advisors and want to have a more all-encompassing solution for their day-to-day needs. Etops supports the requirements with services, technology and strong partnerships.

Icon_Family_OfficeCreated with Sketch.Etops for Family Offices

Delivering comprehensive wealth management services which look at every financial aspect of an ultra-wealthy person’s or family’s life, requires a lot of data, analysis and the ability to produce attractive and conclusive reports. In addition, many family members ask for a direct personal digital access via desktop and mobile devices.

Etops multi-banking solution collects and refines the data of all the custodian you are working with around the globe and presents you with consolidated and aggregated views. This includes also all the non-bankable assets like real estate, private equity and passion investments.

Etops experienced team takes care of the back-office tasks and helps family offices to concentrate on their management and consulting tasks.

Etops solutions provide detailed data and analysis on real estate and private equity which can be included in client reports and accessed via modern dashboard solutions. Consolidated views allow detailed analysis of the family’s total wealth including allocations, performance and sensitivities.

Partnership and cooperation with vendors of specialized portfolio management solutions enable Etops to offer complete solutions which cover all the requirements of the modern family office business.

Dedicated mobile apps and interactive dashboards support your and your client’s journey into the world of modern data analytics and visualization.

Please contact us for further information or to arrange a personal presentation
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OPERATIONS & DATA MANAGEMENT

AI driven technology for data import from various sources combined with an experienced back office team taking care of complex booking requirements for funds, hedge funds and funds of hedge funds

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REPORTING

Tailor-made, pixel-perfect reports and factsheets for client and management information and documentation, for regulatory authorities and auditing purposes

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ANALYTICS

Allocation analysis, sensitivities and risk figures, performance measurement, exposures and net asset values

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DASHBOARDS & APPS

Cutting-edge technology forms the foundation for the data visualization both on desktops and mobile devices. Interactive and up-to-date information for the management and the clients – from overviews to detailed analysis to comprehensive compliance solutions

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Etops Dashboards

Standardized but customizable dashboards visualize the data for different internal and external user groups working both on desktops and mobile devices.

Etops Mobile App

Modern native apps for all major operating systems accomplish the data visualization offerings and provide access to your assets. Anywhere. Anytime.