WealthArc vs Etops
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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.
Read moreCompany
Employees
- 11-50
Revenue
–
Founded
- 2015
Ownership
- Clients are also owners
Incorporated
- Switzerland
Locations
- Zurich
- Warsaw
Top markets
- Luxembourg
- Monaco
- Switzerland
- United Arab Emirates
- United States of America
Total AUM
- $14 billion
Avg. AUM per client
–
- 50-100
-
- 2010
- Owned by management
- External investors
- Switzerland
- Altendorf
- Zurich
- Bratislava
- Lviv
- Germany
- Liechtenstein
- Luxembourg
- Switzerland
- France
- $68 billion
-
Client
Focus
- External Asset Managers
- Independent Financial Advisors
- Registered Investment Advisors
- Family Offices
- Banks
Serves also
- Multi-family offices
- Independent financial advisors
- Fund managers
- Banks
Number
- 50 IFAs/EAM
- 2 banks
- 4 MFOs
- 1 fund manager
- Single-family offices
- Individual wealth owners,
- Multi-family offices
- Independent advisors
- Fund managers
- Banks
- 70+
Product
Main tasks
- Consolidated reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (execution on platform)
- Custodian Data Processing and Aggregation
- Risk management
- Portfolio and Risk Analytics
- Portfolio Optimization and Monitoring
Top features
- Automated reconciliation of portfolio data
- Consolidation of bankable and non-bankable assets
- Independent performance calculation
- Portfolio Analysis
- Document Management
- Invoicing
- Investment Limits / Guidelines
- Model portfolios & rebalancing
- Trade execution
- CRM – KYC, notes, documents, history of client interactions
- Legal Structure overview
- Client Portal
- Advanced user management (functionality and data access)
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectables (e.g. luxury cars, boats, high-value jewellery)
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
Whitelabel
- Yes
- Consolidated Reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (orders only)
- Data aggregation
- Risk management
- Impact/ESG reporting
- 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)
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
-
- Yes
Technology
Type Of Software
- SaaS
Security
- We never import any sensitive data from custodians
- Client sensitive data are stored in different data base server than portfolio data
- AES 256 data encryption
- 2 steps identification process (password + 2FA)
- Local storage of data in Microsoft servers
- Encrypted data in transit and at rest
Ecosystem
- Microsoft
Integrations
- Office 365 integration
- Side by side integration with Refinitiv Eikon
- Full integration with BlackRock 360
- Full integration with MantaRisk Wealth
- Integration with Greenlock.io
Mobile App
- Access possible via any browser on mobile or tablet
- Serviced software
- SAAS
- Fully standalone
- Encryption
- Hosting in secure IT centers
- Access control
- 2-factor-authentication
- Anonymization
- User rights management
- Microsoft
-
- Yes (iOS & Android)