Etops for Individuals

ETOPS SOLUTIONS
YOUR PORTFOLIO.
ANYWHERE. ANYTIME.

Monitor your consolidated investment portfolios across all your custodians in attractive reports and in our mobile apps and dashboards.

Etops for individuals

You do not need your own family office to benefit from the experience and proven solutions that Etops offers institutional clients.

Together with partners Etops offers dedicated solutions for (U)HNWIs including full consolidation of all banking accounts and all non-bankable assets and visualisation both in printed and digital form.

Attractive PDF-reports are produced on a regular basis but could also be created ad-hoc at any time.

Sophisticated dashboards provide overviews and detailed insights with all slice-and-dice capabilities and performance analytics accessible via any common web browser on desktop computers, laptops and tablets.

The additional mobile app gives you full flexibility by granting access to your portfolios from anywhere and anytime.

Etops Wealth Reporting

Get a consistent overview of your consolidated total wealth including bankable and non-bankable assets in printable and digitized forms. Access your portfolios from anywhere, anytime.


Please contact us for more information
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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.