Etops Group AG vs Black Diamond Wealth Platform

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Etops

Category
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.

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black diamond

Black Diamond Wealth Platform

Category
Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

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Company
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


  • 500+


  • $4.633 million


  • 2003


  • Owned by a larger corporation


  • United States of America


  • Jacksonville
  • Florida
  • New York
  • San Francisco
  • California


  • United States of America


  • $1.9 trillion


  • $1.2 billion

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


  • Independent financial advisors


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors


  • +1.800 firms

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

  • Yes


  • Accounting
  • Consolidated reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (execution on platform)
  • Trading (orders only)
  • Data aggregation


  • User interface
  • End client experience (client portal)
  • Data quality/data integrity
  • Exceptional service model
  • Billing
  • Trading/rebalancing
  • Sophisticated report output
  • Business intelligence


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • RCI
  • SmartRIA


  • Yes

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

  • No


  • Serviced Software
  • SaaS


  • SSO & MFA (Single Sign-on and Multi-Factor Authentication)
  • Encryption In-Transit and At-Rest
  • Vulnerability and Penetration Testing
  • Source Code Analysis
  • Data Integrity Validation
  • Multi-Layered Endpoint Protection
  • Network Security including Web Application Firewall and Intrusion
  • Detection Secure Document Vault
  • Access Control (Role Based Permissions with Principle of Least-Privilege)
  • Firm Configurable Security Settings
  • Security Awareness Program


  • Microsoft
  • Linux


  • More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
    1. – CRM: Salentica, Redtail, Salesforce
    2. – Trading & rebalancing: Redblack, Blaze, iRebal
    3. – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
    4. – Risk management: RCI, Hidden Levers
    5. – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
    6. – UMA/SMA: Adhesion, SMArtX


  • Yes