Etops vs eXeer by Point Group

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

Category
Consolidated Reporting

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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point

Point

Category
Data Aggregation

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.

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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

  • $68 billion

Avg. AUM per client

-


  • 0-10


–


  • 2017


  • Owned by management 
  • Key staff have ownership 
  • External investors


  • UK


  • UK


  • UK 
  • Switzerland 
  • UAE 
  • USA


–


–

Client
Focus

  • Single-family offices

Serves also

  • Individual wealth owners,
  • Multi-family offices
  • Independent advisors
  • Fund managers
  • Banks

Number

  • 70+


  • Single-family offices, 
  • Multi-family offices, 
  • Private Banks, 
  • Wealth Consolidators


  • Asset servicing companies, trusts,  
  • Investment & Financial Advisors (RIAs/IFAs)


  • 0 – 10

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


  • Data Aggregation 
  • Investment Book of Record (IBOR) 
  • Advanced Portfolio Analysis 
  • Consolidated Total Wealth Client Reporting 
  • Data Sharing & Integration


  • Data Aggregation & Reconciliation 
  • Independent Investment Book of Record (IBOR) 
  • AI Data Assistant
  • Consolidated Client Reporting
  • Custom Client Reporting
  • Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
  • Multi-geography & Multi-currency 
  • Open Data Sharing & Integration


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


–


  • 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


  • Hosted on Azure 
  • Encrypted
  • Multi-factor Authentication


–


  • Custom: Point API Open Data Sharing Toolkit 
  • Expersoft PM1 
  • Orca 
  • Moneyinfo 
  • Investglass CRM


  • Yes (via integration partner)