Etops vs Private Wealth Systems

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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Category

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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

-

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)