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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
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Etops, family office software, portfolio management software, consolidated reporting software

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

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Escali

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.

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Company
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

Simple solutions for complex times.