blog from Etops

How technology drives the future of wealth management

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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
| 14/03/2022 06:00:00

The article highlights how technology impacts the financial industry and identifies today`s most important use cases. Feel free to invest a few minutes to learn, how ...

... data standards e.g. OpenWealth can facilitate your business
... compliance regulatory frameworks can be fulfilled faster
... family offices can profit from advanced digitalisation
... ESG reporting has become available under your fingertips

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