Etops Group AG vs FundCount
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
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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FundCount
Category
Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the hedge fund space but today provide fund- and partnership accounting to a wide range of asset- and wealth professionals with offices in Europe, North America, Asia and Australia.
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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
- 50-100
-
- 1999
- Owned by management
- United States of America
- Boston
- London
- Singapore
- Sydney
- Zurich
- Australia
- Switzerland
- United Kingdom
- United States of America
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–
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
- Multi-family offices
- Individual wealth owners
- Single-family offices
- Fund managers
–
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
- CRM
- Portfolio management
- Data aggregation
- Partnership accounting
- Portfolio accounting
- Unified general ledger
- Consolidated reporting
- Investor portal
- Data aggregation
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
–
- No
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
- SAAS
- Fully standalone
- Attestation that a formal QA and security review is done on the FundCount software
- Proof of internal vulnerability scan of the application
- Proof of source code security testing/scans
- Java
- FundCount Connect is a technology enables the collection of data from disparate data sources (custodians, alternative fund administrators, proprietary data warehouses, market data providers, and other systems) with a powerful Extract-Transform-Load tool.
- FundCount AppUniverse is a library of best-of-breed applications and services that seamlessly integrate with FundCount. The AppUniverse includes Zapier, one of the largest integration hubs, expanding FundCount integration capabilities to over 2,000 applications and systems.
- FundCount Custom Control is a module that lets you create powerful Excel workbooks to handle unusual fee calculations, custom allocation models, waterfalls, reports, and other custom functions or processes that software can’t reproduce.
- No