blog from Etops

Maximising financial insights

By Santiago Schuppisser, Chief Product Officer, Etops

Share this resource

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

View Solution Provider Profile

Connect with Etops


Etops Wealth Management Technology

The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in...

view solution
by Etops
| 29/02/2024 15:00:00

The power of grouping assets and real-time wealth analytics: in the dynamic world of finance, staying ahead requires more than just keeping an eye on your investments. The way we organise and analyse our assets can significantly impact our financial decisions. In this article, we will explore the importance of grouping asset classes, rearranging views, and leveraging real-time wealth analytics to unlock valuable insights.

Efficient asset grouping
Our Wealth Discovery application simplifies the process of grouping assets and positions in a portfolio or a consolidated mandate. With a user-friendly interface, our clients can categorise and organise their assets based on instrument data like industry sectors, geographical regions, countries, currencies, ratings and multiple levels of asset classification. This feature enables a structured view of portfolios, groups of portfolios and mandates, making it easier to manage and optimise asset allocations.

No-frills view customisation
User-specific views are key to precision, and Wealth Discovery ensures simplicity in this process. The platform allows users to tailor powerful views according to their preferences. Whether focusing on performance metrics, risk indicators, or specific contribution insights, clients can efficiently navigate through data to meet their specific needs when it comes to analysing complex financial positions in consolidated portfolios.

Near real-time wealth analytics made easy
Wealth Discovery understands the importance of real-time analytics. Our engine allows you to recalculate entire groups of portfolios or mandates in milliseconds. Let us say you want to see Market values, TWRs and FX Contributions on a grouping level like countries. No Problem! The next minute you want to add another grouping level and analyse on industry sector? Easy! This functionality enables users to adapt quickly to changing market conditions, minimising the risk of missed opportunities.

On-the-fly, re-grouping, and analytics are also available via our etopsOS API, providing you with even higher flexibility when building your own application(s).

Straightforward financial insights
Wealth Discovery is not like any other application; it is a practical tool for financial empowerment. Aligned with Etops’ mission, the platform equips individuals and financial professionals with the tools needed to navigate the complexities of wealth management successfully and simply.

In a straightforward manner, Wealth Discovery facilitates multi-level asset grouping, view customisation, and real-time analytics, helping users make informed decisions and discover new opportunities (pun intended). Experience the practical side of wealth management with WealthDiscovery by Etops - your financial superpower!

(You will know what we mean once you try it.)

Read the original article here.