WealthArc vs Etops
You are looking for alternatives to WealthArc. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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
- Independent financial advisors
- Registered investment advisors
Serves also
- Multi-family offices
- Independent financial advisors
- Fund managers
- Banks
Number
- 43 IFAs
- 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)
- Data aggregation
- Risk management
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 + SMS code)
- 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
Mobile App
- No
- Serviced software
- SAAS
- Fully standalone
- Encryption
- Hosting in secure IT centers
- Access control
- 2-factor-authentication
- Anonymization
- User rights management
- Microsoft
-
- Yes (iOS & Android)
