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A game-changer in wealth management: reporting with Etops wealth discovery

By Santiago Schuppisser, Chief Product Officer, Etops

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Etops empowers digitalization processes for the financial industry. Our 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

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by Etops
| 01/05/2024 13:00:00

With its award-winning platform, Etops revolutionises client reporting in wealth management. Offering unparalleled flexibility, visual appeal, and regulatory compliance, Etops enables wealth managers to create personalised, easy-to-understand reports tailored to each client's needs. Through intuitive design features and dynamic visuals, Etops transforms complex data into compelling narratives, fostering transparency and trust. With Etops, compliance becomes seamless, allowing wealth managers to focus on delivering value to their clients while staying ahead in an evolving industry landscape.

Standing out in the evolving wealth management landscape is crucial. etopsOS, a unique SaaS wealth management platform, is redefining industry standards with exceptional features. Among these features, etopsOS' client reporting capabilities have recently gained attention (link to award).

Forget about mundane, convoluted reports. With our reporting engine, wealth and asset managers can create flexible, visually appealing, and easy-to-understand reports and factsheets that cater to clients' diverse needs. Whether presenting crucial financial information or documenting regulatory compliance, Etops simplifies the process like never before.

Here is why Etops client reporting is a game-changer:

  • Flexibility at your fingertips
    Etops allows wealth managers to customise reports to fit client preferences and business objectives perfectly. No longer constrained by rigid templates, users can ensure that each report is informative and tailored to their clients' unique needs. Whether you want to provide a long or short version, a quarterly edition or a spontaneous up-to-date report, our engine allows you to adjust to your client's needs when it comes to pdf-based reporting.
  • Visual appeal meets substance
    Through intuitive design features and dynamic visuals, Etops’ web-based reporting transforms data into compelling narratives that resonate with clients. From interactive charts and graphs to vibrant infographics, each element is thoughtfully curated to enhance comprehension and retention.

    The product allows for complete flexibility with a simple, intuitive interface that makes interactive reporting a breeze. Individual requirements are met through interactive dashboards either on the browser or mobile.  With Etops, wealth managers can present complex information comprehensively, ensuring that clients stay engaged and informed every step of the way. Learn more about wealth discovery and its interactive reporting capabilities.


    Simplified understanding
    Leveraging user-friendly interfaces and intuitive navigation, our platform makes understanding reports a breeze for clients and management alike. By breaking down barriers to comprehension, Etops fosters transparency and trust between wealth managers and their clients, laying the foundation for long-lasting relationships built on mutual understanding of wealth data.

    Regulatory compliance made easy
    Navigating the regulatory landscape can be a daunting task for wealth managers. With Etops, staying compliant becomes seamless and stress-free. By automating the generation of regulatory reports and documentation, we ensure that wealth and asset managers stay ahead of regulatory requirements. From filing reports with regulatory authorities to facilitating audits, Etops streamlines the compliance process, allowing wealth managers to focus on what they do best – delivering value to their clients.

In conclusion, our product sets a new standard for client reporting in the wealth management industry. With unparalleled flexibility, visual appeal, ease of understanding, and regulatory compliance, Etops empowers wealth and asset managers to deliver exceptional value to their clients while staying ahead of the competition. As the landscape evolves, Etops remains the trusted innovation partner for wealth and asset managers as well as family offices and private banks.

Learn more about our products and request a demo.

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