Etops

Discover more. Perform better.

Switzerland

Founded 2010

Technology Providers

Technology that empowers family offices, wealth and asset managers, banks, and others to get a compliant consolidated reporting across all asset classes at your fingertips.

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About Etops

Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.

We provide seamless integrations tailored to the needs of family offices and wealth managers, including:

• CRM systems (via API, including contact reports and relationship mapping)

• Trading and rebalancing through our OMS with FIX connectivity

• Market data integration LSEG, SIX and Mountain view

• Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)

More Details

Attribute	Details
Categories	Advisors, Artificial Intelligence, Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data, Data Aggregation, Fully Integrated Platform, Outsourced Solutions, Performance Reporting, Portfolio & Cost Analysis, Portfolio Allocation, Portfolio Management, Private Bank, Reporting, Risk Management, Security & Risk, Technology provider, Trading, Transaction Processing
Features	Consolidated View, Custom Development Service, Custom Reports, Digital Excellence, Full Multi-Currency Support, Proven Agility, Transparency
Target Segments	Multi-family office, Single-family office, Independent financial or investment advisor, Fund manager, Private bank

What Etops’s clients say

“By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience”

Alexander Sinn, Co-Founder & CEO, 47 Capital AG

Insights from Etops

Software that solves real problems for family offices

In tech, shipping out new features fast is standard practice. But it doesn't necessarily mean that they are solving real business problems. So, what happens when a platform stops building for the sake of it and starts actually fixing real business issues for its clients? In this article, we interview Santiago Schuppisser (CPTO) of Etops to find out.