Solution introduction

One platform, countless benefits: shorter development cycles, fast implementation, new features, better range of services

A modular, scalable SaaS platform for digitising the entire asset and wealth management value chain

etops Robo Advisor is a Software-as-a-Service platform designed for individual, scalable asset and wealth management. It supports financial institutions in digitising the entire value chain of their asset and wealth management operations.

The platform offers a modular and comprehensive approach, enabling fast implementation and shorter development cycles. It is built to be compliant with regulatory requirements while remaining flexible enough to adapt to the specific needs of each client.

As a full-service provider, etops Robo Advisor delivers all the necessary components to support digital transformation in wealth management, from onboarding and advisory to reporting and compliance. The platform is designed to integrate seamlessly into existing infrastructures, allowing institutions to enhance their service offerings without disrupting their operations.

etops Robo Advisor is ideal for firms seeking to modernise their wealth management capabilities with a reliable, scalable, and efficient solution that supports both client engagement and operational excellence.

 

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