Etops vs FA Solutions 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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FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.

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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

-


50-100


-


1999


  • Owned by management
  • Key staff also have ownership

Finland


  • London
  • Helsinki
  • Stockholm
  • Riga

  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom

$+100B


$500M-5B

Client
Focus

  • Single-Family Offices
Serves also

  • Individual Wealth Owners,
  • Multi-Family Offices
  • Independent Advisors
  • Fund managers
  • Banks
Number

+70


Multi-Family Offices


  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks

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


  • Accounting
  • Consolidated Reporting
  • CRM
  • Governance
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

  • Portfolio & Trade order management
  • Analytics
  • Compliance
  • Corporate actions
  • Fee management
  • Reconciliation
  • FA Client Front
  • Reporting
  • Accounting
  • Client Management

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • MiFID II
  • GDPR
  • AIFMD
  • UCITS

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


  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail

  • Microsoft
  • Google
  • Java

  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure

Yes

Simple solutions for complex times.