Business introduction
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Your trusted partner for navigating the future of asset and wealth management. Technology that empowers banks, wealth and asset managers, family offices, and others to be faster and smarter in their everyday work
We are a pan-European consolidator for wealth and asset management technology. With more than 250 dedicated professionals we serve over 1000 clients across the full spectrum of financial services, including banks, wealth and asset managers, independent advisors, and insurance firms in Germany, Switzerland, and other continental European markets. We offer modular, end-to-end technology solutions that span the entire wealth and asset management value chain, enabling clients to enhance customer experiences and optimize their core processes.
Etops Solutions
etops Advisory Hub
etops Advisory Hub empowers wealth managers to deliver efficient and personalised advisory services at scale. The platform supports digital-first, hybrid, and advisor-led models, enabling seamless client engagement while ensuring full regulatory compliance. The user experience is designed to simplify complex advisory workflows. Integrated KYC procedures, whether advisor-led or via video identification,......
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view solutionetops Analytics Studio
etops Analytics Studio offers advanced, industry-agnostic analytics services tailored to the evolving needs of wealth managers. Covering the full data management lifecycle, from collection and processing to visualisation, it transforms raw data into actionable insights. The platform enables executive-level decision-making through consolidated dashboards that track key metrics such as AUM, client......
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view solutionetops Asset Manager Pro
etops Asset Manager Pro is a portfolio management system designed specifically for European asset managers, investment managers, and custodians. It enhances performance, ensures compliance, and significantly improves operational efficiency in a complex regulatory environment. The platform provides advanced tools for portfolio and risk management, including real-time analytics, performance attribution, and risk......
business needs
view solutionetops FIXhub
etops FIXhub is a fully managed electronic order routing network that connects Buy-Side and Sell-Side participants for seamless exchange of orders and trade-related messages. It supports both FIX protocol and non-FIX messaging standards, offering flexible access and reliable communication across trading partners. The platform includes robust converting and consulting services to......
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view solutionetops Fund Monitor
etops Fund Monitor is a specialised risk monitoring solution designed to support investment funds in meeting regulatory risk management requirements. It enables asset managers and fund administrators to streamline oversight, ensure compliance, and enhance operational efficiency. The platform provides comprehensive tools for calculating Value at Risk (VaR), including full backtesting and......
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view solutionetops MiFID Recorder
etops MiFID Recorder is a browser-based solution designed to meet MiFID II, MaRisk, and other European regulatory requirements for recording and archiving investment advisory sessions. It supports audio, video, and screen recording for both in-person and remote consultations, without requiring special hardware or software. The solution is device-independent and integrates with......
business needs
view solutionetops Order Manager
etops Order Manager is a comprehensive order and execution management system designed for both Buy-Side and Sell-Side trading desks. It enables efficient trade processing, optimised execution, and full transparency across the entire trading lifecycle. The platform supports intuitive front-end order management, from electronic receipt and entry to sophisticated trade execution. It......
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view solutionetops Robo Advisor
etops Robo Advisor is a Software-as-a-Service platform designed for individual, scalable asset and wealth management. It supports financial institutions in digitising the entire value chain of their asset and wealth management operations. The platform offers a modular and comprehensive approach, enabling fast implementation and shorter development cycles. It is built to......
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view solutionetops Wealth Discovery
etops Wealth Discovery is a unified platform that empowers wealth managers to deliver exceptional service to high-net-worth clients. It combines the advanced monitoring, analytics, and client management capabilities of etops Wealth Discovery with the powerful mandate and portfolio structuring tools of etops Portfolio Manager. Users can define and manage investment mandates......
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view solutionetops Wealth Reporting
etops Wealth Reporting provides wealth managers with a comprehensive solution for generating professional client reports and factsheets. The platform supports detailed reporting on investments, mandates, and portfolio performance, tailored to highlight the information most relevant to each client. Users can choose from over 50 pre-built templates designed to simplify the creation......
