Trusted by industry leaders
Discover more in your data
Easier, faster, smarter – our revolutionary app empowers wealth and asset managers, family offices, or banks to simplify everyday work, become more efficient and make the right decisions to provide outstanding services to their clients.
Features
Your new financial superpower
Make better decisions
Analyze large data sets and reduce complexity to make better decisions with your clients.
Be more efficient
Streamline your work throughout the customer journey while staying compliant with regulations.
Get a smart assistant
Delegate daily tasks to your Etops Co-Pilot and get real-time insights and suggestions.
About us
Your trusted partner in wealth management
We are a swiss tech company with over a decade of experience. With first-class products and services we help you navigating the future of wealth and investment management.
Data-driven
We build data-driven products leveraging the power of the cloud, machine learning and genAI.
Service-oriented
We support you with mid- and back-office services to ensure seamless and fast operations.
Scalability-focused
We enable flexibility in the integration of third-party solutions and the extension of functionalities via APIs.
etopsOS
Etops Operating System
First-class products and services require a powerful operating system. With etopsOS, our real-time wealth analytics system, we can solve complex puzzles for the entire wealth and investment management industry.
API
How to build apps in weeks not years
Use our scalable RESTful APIs with powerful wealth analytics fully integrated in your system landscape and client experience.
Why our clients choose us
Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.
David Schneider
COO, Verium AG
By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.
Alexander Sinn
Co-Founder and CEO of 47 Capital AG
Die Lösung von Etops erlaubt es uns viel Zeit zu sparen und ist effizient gestaltet, damit wir uns auf das Kerngeschäft konzentrieren können. Die detaillierten Reportings haben unseren Service deutlich verbessert und können somit unseren Kunden einen klaren Mehrwert bieten.
Anthony Gimigliano
Head Institutional Desk Swissquote
Mit wenigen Klicks haben die Mitarbeiter Zugang zu allen wichtigen Informationen und somit mehr Zeit sich auf ihre Kernkompetenzen zu fokussieren, nämlich fundierte und anlegerbezogene Entscheide zu treffen.
Sacha Fedier
CEO VT Wealth Management
Mit Etops sind wir schneller und dank Automatisierung auch zuverlässiger und sicherer unterwegs.
Patrick Marty
COO Finaport Group
Experience your new financial superpower
Let us demonstrate what the Wealth Discovery App and etopsOS can do for your business.
Use Cases
You have the challenge,
we have the solution
We understand the diverse challenges in the financial industry and offer solutions for a wide range of liquid and illiquid assets. Find out how you can best use our products and services, separately or combined in our leading wealth data platform.
More about Etops
Find out more about our proven services and the company.
Who we are
About Etops
We are a swiss-based tech innovation company with over a decade of experience in wealth management software and services.
Service Outsourcing
Discover more services for asset managers and family offices to leverage your business.
Data Intelligence
Explore our advanced industry-agnostic analytics services tailored to your evolving business needs
Come and work with us
Career
We are always looking for talented people joining our team.
Services
We take over
Take advantage of our services tailored to support your business.
Service Outsourcing
Our mid- and back-office team creates factsheets and reports in no time.
Data Intelligence
We cover your data management from collection to visualization and beyond.
Career
Join our team
Take the next big step in your career and join us.
Blog
Latest news
Check out news and trends around Etops and the future of wealth management.
Safeguarding Client Trust: How Etops Integrates Cybersecurity Best Practices in Wealth Management
In the world of wealth and asset management, the importance of cybersecurity cannot be overstated. The digital age has brought immense convenience and efficiency, but it has also introduced new risks to clients' sensitive financial information. A single security breach could not only compromise assets but also impact the hard-earned trust that is crucial in any successful financial advisory practice.
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Money, Mind Games, and Mastering the Market: How Behavioral Finance is Changing Wealth Management
In the world of wealth management, we've long assumed that investors are rational beings, always making decisions based on cold, hard facts. But let's face it — we're human. And humans, as it turns out, are far from rational when it comes to money. Enter behavioral finance, the field revolutionizing how we understand and approach investment decisions. By blending insights from psychology and economics, behavioral finance sheds light on why we often act irrationally with our money and, more importantly, how we can do better.
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The Digital Revolution in Wealth Management: Transforming Client Service and Operations
Digital platforms have become indispensable tools for wealth managers. These innovative solutions are reshaping how to engage with clients, streamline operations, and refine investment strategies. Let's explore the profound impact of digital transformation on this industry.
