Founded in 2010, Etops offers a broad range of solutions and services for the financial industry from data collection, refinement and aggregation to high-end operations and consulting, from complex integration projects to state-of-the-art reporting, from data analytics and warehouses to mobile apps and dashboards.

State-of-the-art software solutions complete our offering and cover all the needs of independent wealth managers and family offices regarding CRM and portfolio management including the coverage of regulatory requirements like MiFID II, FIDLEG, UCITS etc. Modern reporting summarizes information for the management and for the end clients of the financial service providers both in traditional PDF based setups and in digitalized dashboard and mobile app based approaches.

All asset classes including private equity, crypto assets and all kinds of non-bankable assets can be included in consolidated views and reports. Etops experience in reporting solutions for sustainable investments guarantees the integration of ESG data into all kinds of analysis and reports. Sophisticated data science projects provide even more insights and allow the application of new strategies.

Based on a mix of technology and service, strengthened by competent consulting, Etops delivers both tailor-made solutions and standardized platform-oriented products. The solutions cover the entire value chain of private banks, asset and wealth managers, family offices and pension funds: from lead generation, CRM and on-boarding to portfolio management, compliance, and reporting.

The comprehensive mid- and back-office services form the foundation of the Etops' offering. The focus is on leading-edge machine-learning technology that reads and processes all bank documents efficiently and precisely. In this way, data from all custodian banks can be processed, enriched and refined according to client needs.

Supplementary services such as reconciliation, manual bookings, compliance and risk management complete the offering. Based on these services, data management became a central element of the Etops business model, culminating in data-driven solutions created by data scientists that, supported by artificial intelligence, unlock compelling new opportunities for the financial industry in areas such as client acquisition, compliance and decision making.

An essential area of Etops deals with the presentation of information in various forms, production of reports and fact sheets, development of mobile apps and specialized interactive dashboards.

Etops supports all companies within the financial industry in achieving their digitalization goals. The use of Etops financial technology makes it easier for you.