Etops
HQ Address
Hinterbergstrasse 17, Cham, Zug 6330, Switzerland
Website Address
Business introduction
Discover more. Perform better
Technology that empowers banks, wealth and asset managers, family offices, and others to be faster and smarter in their everyday work
Your trusted partner for navigating the future of asset and wealth management
Our vision is to revolutionize wealth management with data-driven products that leverage machine learning and GenAI. We empower wealth and asset managers to solve complex problems around their clients financial life by providing insight, tools and products through a curated ecosystem.
Who we are
We are a pan-European consolidator for wealth and asset management technology. With more than 250 dedicated professionals we serve over 550 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
Data Intelligence
Meta framework Our meta framework is a de facto industry standard for the wealth industry. Our outstanding, market-proven mapping technology transforms your data into a harmonized data structure that ensures a consistent understanding of the data and the business behind it. Data gathering We enable the collection and consolidation of relevant information from......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Data Management & Analysis
Etops Operating System
Investment mandates and grouping With etopsOS, you can set parameters and filters to create portfolio groups, mandates or even group of mandates that match your individual needs. Consolidation and aggregation gets easier and more flexible then ever. Depending on the report, you can use it to analyse asset types, industries, issuers,......
business needs
- Business Process Management & Outsourcing
- Client Communications & Reporting
- Data Management & Analysis
niiio Platform
Platform Features Software-as-a-Service platform for individual, scalable asset and wealth management. We are a full-service provider offering all the products and services needed for digitizing the entire value chain in asset and wealth management for our clients. Our methods are modular, comprehensive, fast, and compliant....
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Service Outsourcing
Mid- and back-office outsourcing We take over your mid- and back-office tasks and you concentrate on your core strengths and strategic goals. Lower labour and operational costs can lead to significant savings. Fund operations outsourcing Etops experienced operations team is prepared to take care of all types of funds including private equity focused......
business needs
- Business Process Management & Outsourcing
- Client Communications & Reporting
- Data Management & Analysis
