etops Advisory Hub empowers wealth managers to deliver efficient and personalised advisory services at scale. The platform supports digital-first, hybrid, and advisor-led models, enabling seamless client engagement while ensuring full regulatory compliance.

The user experience is designed to simplify complex advisory workflows. Integrated KYC procedures, whether advisor-led or via video identification, are embedded into the onboarding process. Automated cost and inducement disclosures, as well as documentation aligned with MiFID II and German FinVermV standards, are generated as part of the advisory journey.

Operational efficiency is enhanced through API-based custodian interfaces that enable direct order processing with multiple banks. Advisors can consolidate client assets from various custodians into a single, streamlined view, allowing for faster, more accurate order execution and portfolio analysis.

etops Advisory Hub enables advisors to provide holistic, informed advice across the entire client investment landscape. It supports mass-advisory models without compromising on compliance or service quality, making it a powerful solution for firms looking to scale their advisory capabilities while maintaining a high standard of client service.