etops Wealth Reporting provides wealth managers with a comprehensive solution for generating professional client reports and factsheets. The platform supports detailed reporting on investments, mandates, and portfolio performance, tailored to highlight the information most relevant to each client.

Users can choose from over 50 pre-built templates designed to simplify the creation of complex reports. These templates are fully customisable, allowing firms to adapt layouts and content to meet specific client needs while maintaining clarity and professionalism.

The platform features an award-winning, user-friendly interface that streamlines the reporting process. It consolidates data from multiple sources into unified, accurate reports that are easy to generate and distribute. Reports can be delivered in formats preferred by clients and accessed across devices.

etops Wealth Reporting enhances collaboration and ensures compliance by integrating seamlessly with large databases and existing systems. It transforms complex reporting tasks into efficient workflows without compromising on quality or presentation.