Solution introduction

Etops for family offices provides 360 degree view on your financial and wealth management. WEALTHY FAMILIES are challenging their advisors to provide an ALL-ENCOMPASSING solution for their daily needs. Etop is your smart partner and provides outstandig service- and technology support

Data consolidation is key to run a comprehensive wealth management service that is able to cover all financial aspects and convert these to a consolidated reporting. Etops multi-banking solution collects relevant data, including non-bankable assets and provides aggregated and customized views

Etops for family offices
Delivering comprehensive wealth management services which look at every financial aspect of an ultra-wealthy person’s or family’s life, requires a lot of data, analysis and the ability to produce attractive and conclusive reports. In addition, many family members ask for digital access via desktop and mobile devices.

Etops multi-banking solution collects and refines the data of all the custodian you are working with around the globe and presents you with consolidated and aggregated views. This includes also all the non-bankable assets like real estate, private equity and passion investments.

Etops’ experienced back office team takes care of the back-office tasks and helps family offices to concentrate on their management and consulting tasks.

Etops solutions provide detailed data and analysis on real estate and private equity which can be included in client reports and accessed via modern dashboard solutions. Consolidated views allow detailed analysis of the family’s total wealth including allocations, performance and sensitivities.

Partnership and cooperation with vendors of specialized portfolio management solutions enable us to offer complete solutions which cover the all the requirements of modern family offices.

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