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Swissquote and Etops: all-in-one-platform for independent asset managers

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Etops empowers digitalization processes for the financial industry. Our solutions cover the entire value chain of private banks, asset and wealth managers, family offices and pension funds: from lead generation, CRM and on-boarding to portfolio management, compliance, and reporting

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Etops for Wealth Managers

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...

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by Etops
| 20/06/2023 14:00:00

During the last three months, we had the opportunity to get in touch and talk with our target audience regarding their most urgent concerns. We have been repeatedly told that the first external audit "under FINMA" régime is eagerly awaited.

The Asset Master solution jointly created by Swissquote and Etops supports independent asset managers and family offices in various areas and can in particular, as mentioned by an existing client in the last newsletter, provide measurable relief while performing the external audit.

If you would like to know more about Asset Master, please do not hesitate to get in touch with Nicolas Schnoz, nicolas.schnoz@swissquote.ch.

Click the image below to see a presentation with the most important information about the offering.