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)

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What sets Etops Group AG apart?

"We simplify wealth management by giving family offices an efficient 360° view of all assets, so they can focus on what truly matters: their clients."
Fitore Miftari

Product

Get an overview of what Etops does.

Main Tasks

  • Data Aggregation,
  • Advisors,
  • Asset Managers,
  • Compliance,
  • Data,
  • Consolidated Reporting,
  • Portfolio Management,
  • Technology Provider,
  • Risk Management,
  • Private Bank,
  • Portfolio & Cost Analysis,
  • Trading,
  • CRM

Top features

  • Custom Reports,
  • Full Multi-Currency Support,
  • Transparency,
  • Proven Agility,
  • Custom Development Service,
  • Other Services,
  • Digital Excellence

Assets supported

  • Art & Collectables,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Real Estate,
  • Private Equity,
  • Alternatives,
  • Commodities,
  • Developed Markets,
  • Developing Markets,
  • Direct Private Equity,
  • Foreign Exchange,
  • Equities,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Private Equity Funds,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Insurance,
  • Lifestyle Assets & Rare Collectables,
  • Fixed Income,
  • Private Debt,
  • Private Equity & Direct Investments,
  • Real Estate,
  • Residential,
  • Venture Capital

Whitelabel

  • Yes

Type Of Software

  • 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)
  • SAAS
  • Serviced software

Mobile App

  • No

Type of data

  • Transaction level

Accuracy

  • We reconcile data from custodians and partially enrich this data. Furthermore, we are calculating performance and risk figures based on those data.

Custodians

  • > 150 custodians

Time to new custodian

  • This depends on the custodian – generally between 2 and 6 weeks.

Multi-currency

  • Users can set multiple base currencies,
  • Users can separate holding level gain/loss from currency gain/loss,
  • Based on transaction data

Regulated

  • No

Cost structure

  • AUM-based,
  • Seat-based (per named user),
  • Transaction use-based (per transaction),
  • Data-based (per data feed integrated),
  • Feature based
  • Other

Rates

  • Pricing varies based on seats,
  • Features and further perimeters,
  • Depending on the product.

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 100-500

Founded

  • 2010

Locations

  • Cham, Switzerland
  • Sonneberg, Germany
  • Bratislava, Slovakia
  • Görlitz, Germany
  • Freiburg, Germany
  • Munich, Germany
  • Stadtbredimus, Luxembourg
  • Tbilisi, Georgia

Top 5 Markets

  • Switzerland,
  • Germany,
  • Austria,
  • Luxembourg,
  • United Kingdom,
  • France,
  • Belgium,
  • Netherlands

Total AUM

  • We do not manage AuM, but we have >USD 400bn on our platform

Ownership

  • Key staff also have ownership,
  • Owned by a larger corporation,
  • Owned by management

Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Banks,
  • Pensions,
  • Endowments,
  • Foundations,
  • Funds of funds,
  • Software and technology providers,
  • Other

Riedweg & Hrovat, 47 Capital, PG3 family office, LGT, Edmond de Rothschild, Swiss Life.

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What Etops Group AG 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, at 47 Capital AG

Support & Services

Learn what support and services you can expect

Support options

Dedicated contact,
General contact mail or phone,
In person on site support

Pricing of support

Based on SLA,
Other

Onboarding

1-4 weeks or complex ones 3-7 months

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