Etops, a leading Swiss-headquartered WealthTech, announces strategic partnership with Polixis, the leading AML and KYC data provider. The collaboration signifies a pivotal step towards developing the wealth management industry by integrating trendsetting software as a service products that solve everyday problems of wealth management customers.
Cham/Switzerland | 14 May 2024. The solutions globally enable market participants of wealth management, family offices, pension funds and private banking to solve complex tasks in the financial life of their customers. Etops Group provides extensive information, tools, products, and so-called hyper apps via a curated ecosystem.
Under the agreement, Polixis provides datasets and solutions to empower Etops' features around KYC (Know Your Client) and AML (Anti-Money Laundering), enabling clients to enhance customer due diligence, detect suspicious activities, and achieve regulatory compliance efficiently and accurately.
Pius Stucki, CEO at Etops Group, comments. « The partnership with Polixis marks a significant milestone in our journey to deliver the leading SaaS product in the wealth management industry. By integrating Polixis' comprehensive AML data with our wealth management platform product, we are committed to offering our clients flexibility, compliance, and integrated technology.
Etops’ features around wealth analytics and portfolio management offer end-to-end software as a service product for portfolio management and analytics, reporting, fee management and billing, and client relationship management. The collaboration with Polixis further strengthens Etops’ commitment to delivering a next-generation platform that enhances the client value proposition through so-called hyper apps. Etops is expanding its relevant ecosystem in a targeted manner with selected partnerships, recently, for example, with Yainvest. Their behavioural finance solution backed by science helps find the best-suited investment profile for wealth clients.
About Etops Group AG | Founded in 2010, the Swiss WealthTech, with more than 140 employees at three locations, is tailored for family offices, wealth managers, banks, asset managers, pension funds, and developers. With a focus on offering wealth data analysis, powerful monitoring capabilities, intuitive reporting, and efficient client management, Etops simplifies wealth management operations and empowers everyone with knowledge, insights and smarter decisions. Its more than 150 customers have assets of more than CHF 160 billion. www.etops.com
