From data collection to executive dashboards, we deliver end-to-end intelligence for wealth management
etops Analytics Studio offers advanced, industry-agnostic analytics services tailored to the evolving needs of wealth managers. Covering the full data management lifecycle, from collection and processing to visualisation, it transforms raw data into actionable insights.
The platform enables executive-level decision-making through consolidated dashboards that track key metrics such as AUM, client profitability, and risk exposure. Data is gathered from multiple sources and deduplicated using a source rating system to ensure the highest quality and consistency.
etops Analytics Studio supports the deployment of AI and machine learning models to uncover growth opportunities and deliver personalised insights. It enables firms to launch powerful innovations internally, supported by a team of data and analytics experts.
Customisable dashboards and reports are designed to meet the needs of executives, managers, and client-facing teams. Whether for strategic planning or client engagement, the platform ensures that insights are accessible, relevant, and aligned with business goals.