Icon_WealthCreated with Sketch.Etops for Wealth Managers

WE SERVE YOU
IN THE AGE OF DIGITALIZATION.

You need fully consolidated wealth analysis – we refine your data, provide extensive back-office services and produce holistic and comprehensive digitalized views in web browsers, on mobile devices and in printed reports and factsheets.

Icon_WealthCreated with Sketch.Etops for Wealth Managers

Facing more and more regulations, independent wealth managers need to find ways how to deal with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business simultaneously.

But such solutions require data - data from custodian banks and from market data providers - and Etops is here to help with AI based technology and proven services.

Etops aggregates data from all your custodians, refine, archives and grants direct access to the original booking vouchers and banking statements and even allows intra-day updates. Advanced technology guarantees fast and flawless integration with additional custodians and any kind of portfolio management solution.

Operations and data management is provided by experienced mid and back office teams. Technology and services complement each other which is characteristic for all Etops offerings.

Modern data driven approaches support various areas of your daily business e.g. compliance and controlling, CRM and KYC, on-boarding processes and client information. Artificial intelligence combined with the analysis of unstructured data assists you both in complying with new regulations and in identifying potential new clients.

Based on cutting-edge technology Etops offers data driven solutions for wealth consolidation, client information, lead generation, investment controlling, KYC and on-boarding.

Please read our factsheet to learn more or contact us for a personal presentation.

Multibank reporting
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INVESTMENT CONTROLLING
Dashboard for monitoring compliance
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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.