Etops Group AG vs Asora

You are looking for alternatives to Etops Group AG. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Etops

Advisors

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.

Asora

Data Aggregation

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

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

11-50

–

2020

Owned by management
Key staff also have ownership

Ireland

Dublin

United Kingdom
Luxembourg
Ireland
Channel Islands (Jersey, Guernsey)

–

Client

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

Single family offices

Individual wealth owners
Single family offices
Multi-family offices

–

Product

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

Consolidated Reporting
Data Aggregation
Data
Governance
Portfolio Management

Digital Excellence
Ability to Whitelabel
Full Multi-Currency Support
Mobile App
Proven Agility
Visionary Purpose

Bankable or Financial Assets & Funds
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

GDPR

Technology

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

SAAS

–

Microsoft

MS Excel
Refinitiv
Morningstar
Factset