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

Etops
Category
Consolidated Reporting
Switzerland-based 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
Read moreEscali
Category
Consolidated Reporting
Norway based Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.
Read moreCompany
Employees
50-100
Revenue
-
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
Avg. AUM per client
-
11-50
-
2002
- Owned by management
- Key staff also have ownership
Norway
- Bergen
- Oslo
- Denmark
- Sweden
- Norway
- Finland
- United Kingdom
$12Bn
-
Client
Focus
- Single-Family Offices
Serves also
- Individual Wealth Owners,
- Multi-Family Offices
- Independent Advisors
- Fund managers
- Banks
Number
+70
Multi family offices
- Individual Wealth Owners
- Financial advisors
- Banks
- Fund Managers
+100
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)
Compliance
-
Whitelabel
Yes
- Consolidated Reporting
- Portfolio Management
- Treasury Management
- Risk Management
- Governance
- Compliance
- Impact/ESG Reporting
- Cloud-based
- Dynamic and flexible dashboards and reports
- Performance and strategy monitoring
- Seamless 2-way integration to data terminals
- Use AI to read and import contract notes
- Electronic contract notes available in the system
- Access control to features and reports
- Automatic interest fixing on interest bearing instr.
- Seamless integration to ERP-systems
- Handles all types of asset classes
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- AML
- KYC
- Regulatory Reporting
Yes
Technology
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
Integrations
-
Mobile App
Yes (iOS & Android)
- SaaS
- Serviced Software
- Microsoft operates physical and SQL servers
- Microsoft backup and Escali additional backup
- Authentication with username and password
- 2-factor authentication
- Anually security audited
- All traffic is encrypted with SSL based encryption
- Dedicated SQL instances per customer
- Individual data and software areas per customer
- Automatic monitoring of login attempts
Microsoft
- Office 365 security integration
- Power BI integration
- Bloomberg integration
- Infront integration
- Refintiv integration
- Fixrate integration
- Bank integrations (approximately 120)
- ERP integrations (approximately 50 formats)
- Excel integrations
- CSV-/txt-file integrations
- Settlement integrations
No