etops Wealth Discovery is a unified platform that empowers wealth managers to deliver exceptional service to high-net-worth clients. It combines the advanced monitoring, analytics, and client management capabilities of etops Wealth Discovery with the powerful mandate and portfolio structuring tools of etops Portfolio Manager.

Users can define and manage investment mandates and portfolio groupings with precision and accuracy. Consolidation and aggregation are highly flexible, enabling analysis by asset type, industry, issuer, country, or currency of risk. Real-time analytics support mandate, portfolio, and instrument-level insights, including look-through transparency for fund assets such as private equity and venture capital.

The platform includes robust monitoring tools for allocation, performance, risk, and compliance. Mandates can be tracked against target allocations, bandwidths, and custom benchmarks. For portfolios with illiquid or alternative assets, it provides tools for strategy, ownership control, and risk quantification.

Client relationship management is centralised through an intelligent hub that consolidates data, documents, and communication. The integrated Co-Pilot chatbot assists wealth managers by retrieving past client conversations, investment history, and contextual information, streamlining workflows and enhancing productivity. 

Together, these capabilities make etops Wealth Discovery the central platform for managing complex portfolios and delivering personalised, compliant, and data-driven wealth services.