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A technology driven ESG approach - provided by Globalance & 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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Etops for Wealth Managers

Etops for wealth managers Facing more and more regulations, the independent wealth managers need to find ways how to deal with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business at the same time. But all these solutions require data - data from...

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by Etops
| 07/03/2022 06:00:00

This article is a co-production from Globalance & Etops, published 09/21 in a TWM Insight Report. It focuses on how ESG criteria impacting the wealth management sector today.

Learn more about the highly innovative Globalance World project, a technology driven approach based on ESG criteria, which shows the sustainability impact of your portfolio quickly and out of the box. Feel free to invest a few minutes to learn, what ...

... has been archived so far
... are the opportunities and threats
... is still to be done.

Click the image below to access and download the full report.