Solution introduction

Etops for Wealth Managers provides consolidated WEALTH ANALYSIS which includes data refinement, extensive back-office services to create HOLISTIC and comprehensive DIGITALIZED VIEWS in web browser, on mobile devices as well as in printed reports and factsheets

Additionally, Etops provides state-of-the-art technologies to match compliance requirements allowing you simultaneously to stay focused on your core business. Based on innovative AI technology and proven services Etops merges data from different sources to provide an fast and seamlessly integration

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 custodian banks and from market data providers - and Etops is here to help with AI based technology and proven services.

Etops aggregates data from all your custodians, archives and grants direct access to the original booking vouchers and banking statements and even allows intra-day updates. Advanced technology guarantees fast and flawless integration with additional custodians and any kind of portfolio management solution.

Operations and data management is provided by experienced mid and back office teams. Technology and services complement each other which is characteristic of all Etops offerings.

Modern data driven approaches support various areas of your daily business e.g. compliance and controlling, CRM and KYC, on-boarding processes and client information. Artificial intelligence combined with the analysis of unstructured data assists you both in complying with new regulations and in identifying potential new clients.

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