Etops vs FA Solutions

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

FA Solutions

Category
Portfolio Management

FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.

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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

-


The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.


The company is led by Juha Lehtonen, Founder & CEO.

Client
Focus

  • Single-family offices

Serves also

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

Number

  • 70+

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

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)