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 fledged PMS/CRM solutions coping with all business and regulatory requirements.

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What sets Etops apart?

"Get the transparency and the overview you need to manage your assets. All your assets. Anywhere. Anytime."
Christian Jedlicka


Get an overview of what this software does.

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)


  • Yes

Type Of Software

  • Serviced software
  • SAAS
  • Fully standalone


  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management


  • Microsoft

Mobile App

  • Yes (iOS & Android)

Type of data

  • Transaction level data


  • Reconciliation
  • Data cleansing
  • Handled by an experienced operations team


  • 50+

Time to new custodian

  • Less than 5 days


  • 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

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.

  • $30k for SFOs

Key Company Info

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


  • 50-100


  • 2010


  • Owned by management
  • External investors


  • Switzerland


  • Altendorf
  • Zurich
  • Bratislava
  • Lviv

Top 5 Markets

  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France

Total AUM

  • $68 billion


  • Single-family offices

Serves also

  • Individual wealth owners,
  • Multi-family offices
  • Independent advisors
  • Fund managers
  • Banks


  • 70+

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

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Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone support
Dedicated contact

Pricing of support

Based on SLA


This generally takes around 2 - 8 weeks.


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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FAQs about Etops

What does Etops do?
Etops provides technology and consulting, mid and back-office services, data analytics and science, consolidated reporting, portfolio management, as well as tailor-made solutions.
How does Etops work?
Etops collects data from various custodians using an AI-powered parser. It also collects trade confirmations and statements through EBICS, SWIFT, SFTP, or any other format. This data is then processed using APIs. This data is then refined and enriched using an experienced service team and is also complemented by fully automated checks. This enriched data can then be provided in any format - whether as digital visualisation or in a custom data warehouse. Finally, the results can be shown in printed reports, web browsers, mobile apps, or through the software’s own interactive dashboard.