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Wealth Management Technology

Etops

Category
Consolidated Reporting
HQ
Switzerland

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

This creates an ideal environment for Etops flexible multi-bank setups producing both printed and digital reports covering all types of bankable and non-bankable assets. Etops also offers fully fletched PMS/CRM solutions coping with all business and regulatory requirements.

Key Company Info

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

Company

Facts about the company

Employees

50-100

Founded

2010

Ownership
  • Owned by management
  • External investors
Incorporated

Switzerland

Locations
  • Altendorf
  • Zurich
  • Bratislava
  • Lviv
Top 5 Markets
  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France
Total AUM

$68bn

Clients

Facts about the clients

Focus
  • Single-Family Offices
Serves also
  • Individual Wealth Owners,
  • Multi-Family Offices
  • Independent Advisors
  • Fund managers
  • Banks
Number

+70

References

LGT, Globalance Bank, Cambiata, Bellevue Asset Management, VT Wealth Management, Entrepreneur Partners

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Consolidated Reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
Top features
  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)
Assets supported
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
Whitelabel

Yes

Download Detailed Feature List
Technology

Look under the hood

Type Of Software
  • Serviced Software
  • SAAS
  • Fully Standalone
Security
  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management
Ecosystem

Microsoft

Mobile App

Yes (iOS & Android)

Reporting-specific features

They handle reporting like this

Type of data
  • Transaction level data
Accuracy
  • Reconciliation
  • Data cleansing
  • Handled by an experienced operations team
Custodians

+50

Time to new custodian

Less than 5 days

Multi-currency
  • Users can set multiple base currencies
  • Users can separate holding level gain/loss from currency gain/loss
  • Based on holding/position data
  • Based on transaction data
Pricing & Co

Learn about the commercials

Cost structure
  • Seat based (per named user)
  • Custodian use based (per connected custodian)
  • Data based (per data feed integrated)
  • Feature based
Average cost p.a.
  • 30000 USD for SFOs

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone support, or a dedicated contact

Pricing of support

Based on SLA

Onboarding

This generally takes around 2 - 8 weeks

Customisation

Customisations for the SFO/MFO reporting and dashboard analytics are commonly applied within the implementation project, tailor-made solutions could be offered upon request

Bespoke development

Bespoke development is offered upon request. References could be named and contacted.

Added Services

The Etops team can handle data entry & Software development

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