Blog
News & Trends
Stay up to date with the latest developments, insights, and trends in the wealth and asset management industry. Read our latest blog posts, company updates, and industry news to learn how we are driving innovation and creating value for our clients.
Industry Insights
Outsource or Build Your Asset Management Tech?
Every asset manager eventually faces the same question: should we build our own software, or adopt an outsourced solution? On paper, building sounds appealing: full control, tailored to your needs, easy scalability and potentially a...
Industry Insights
Tech for IFAs: Why Digital Transformation Can’t Wait
Independent Financial Advisors (IFAs) in Europe are under pressure. Clients expect real-time access and personalized service, while regulations like MiFID II, WpHG, SFDR, and FIDLEG keep getting tougher. At the same time, operational costs are...
Industry Insights
Financial Interoperability: The Foundation for Growth
In today’s wealth management landscape, clients expect more than just performance, they expect clarity, consistency, and control. But delivering that experience is harder than it looks. Data is scattered across custodians, systems don’t talk to...
Industry Insights
Driving Portfolio Success with Quality Data
In wealth management, data is more than a resource, it’s a strategic advantage. The ability to make informed decisions, deliver personalized advice, and maintain regulatory compliance depends on the integrity and completeness of the data...
Industry Insights
Europe’s Asset Management: Agility & Clarity
Europe’s asset management sector in 2025 is undergoing a profound transformation. At Etops, we believe that data-driven technology, actionable insights, and true partnership empower firms not merely to survive this disruption but to lead it....
Industry Insights
Reporting as a Strategic Lever for Asset Managers
In today’s asset management landscape, client reporting has evolved from a routine operational task into a strategic lever. Institutional clients are no longer satisfied with static quarterly PDFs: they expect transparency, customization, and immediacy. For...
Industry Insights
Strategic Automation: The Path to Radical Efficiency
European asset managers are facing unprecedented margin pressure and operational complexity. But while some firms struggle, others are discovering a path to "radical efficiency" through strategic automation. The results speak for themselves.
Industry Insights
The Value of the Human Advisor in a Digital World
Digital tools transformed wealth management. Onboarding is faster. Reporting is automated. Data is everywhere. But here's what's happening: clients want real conversations. They want to feel understood. They want their advisor present, not just available.
News
Etops Announces Andrea Bosetti as New Group Chief Financial Officer
Etops Strengthens Executive Leadership with Appointment of Andrea Bosetti as Group Chief Financial Officer. A seasoned finance executive who brings over 25 years of experience in wealth management technology and financial services.
Industry Insights
The Democratization of the Family Office: A Quiet Tech Revolution in Wealth Management
For decades, family office services were the exclusive domain of the ultra-wealthy. Typically starting around €100 to €250 million in assets, making them largely inaccessible to most investors. But that era is quietly fading. Today,...
Industry Insights
Transparency and Risk: The New Imperatives for Wealth & Asset Managers
The investment management industry is transforming rapidly. Transparency has evolved from regulatory requirement to competitive advantage as informed clients demand real-time, actionable insights from their advisors.
Industry Insights
How AI Is Really Changing the Day-to-Day of Wealth Managers
AI in wealth management has moved beyond the hype to solve real operational challenges. From automated compliance monitoring to AI-powered client meeting preparation, firms are gaining measurable efficiency gains.
News
Finanzportal24 becomes part of Etops and strengthens the group’s offering in financial planning software
Etops expands its service portfolio with the acquisition of Finanzportal24, a leading provider of financial planning software in Germany.
News
Award-Winning Client Investment Application: Creating Meaningful Digital Experiences in Wealth and Asset Management
Etops was recently honored as the winner of the “Best Client Investment Application” at the WealthBriefing European Awards 2025. This recognition highlights our commitment to redefining wealth and asset management through data-driven products that leverage...
Industry Insights
From Regulation to Reputation: The Deeper Impact of MiFID II
In today’s financial services landscape, trust is built not only on market performance and personalized advice, but also on transparency and adherence to regulatory standards. One of the most important guidelines in this regard is...
News
The next milestone in forming the European WealthTech Powerhouse: Etops’ and niiio finance group’s client businesses align under the Etops brand
Etops Group AG and niiio finance group AG, two leading names in the European WealthTech industry, proudly announce a further milestone on their strategic roadmap. As part of their transformative move, the key business units...
Industry Insights
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...
Industry Insights
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,...
News
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...
News
Etops Group AG to become part of a European wealthtech group backed by Pollen Street Capital
Etops Group AG (Etops), a leading provider of SaaS solutions for wealth and asset management, announces that it will become part of a group consolidating the European wealth and asset management software market.
News
Is your legacy platform keeping you behind? Innovate and deliver client value with the APIs of etopsOS
Today’s finance and wealth management firms face an increasing demand for seamless integration, efficiency, and digitalization in their service offerings. Often, firms struggle with legacy platforms and complex system integrations that make backend services hard...
News
Selli AG joins the Etops Group
Etops proudly announces its merger with Selli AG, an innovative Sales Intelligence firm. This strategic partnership deepened their successful collaboration over recent years, bringing Selli AG under the Etops Group umbrella.
News
Axeed is Now Etops
Axeed has officially merged with Etops, unifying our teams and enhancing our service offerings. This transition ensures streamlined services and innovative solutions for our clients and partners. We appreciate your support and look forward to...
Product
Elevate your Client Experience with Wealth Discovery
For wealth and asset managers, providing superior experiences is paramount. Your clients have high expectations when it comes to the tools and technologies you leverage to manage their portfolios and financial lives. In this modern...
Industry Insights
Empowering Wealth Managers: Essential Tools for Modern Financial Advisors
As the financial landscape evolves, the tools and technologies that empower wealth managers to navigate and excel in their roles must evolve as well. In today's fast-paced world, staying ahead requires not just expertise, but...
Industry Insights
Embracing Change: Understanding FINMA’s New Behavioral Duties according to FIDLEG/FIDLEV
In the ever-evolving wealth management industry, regulatory changes play an important role in shaping practices and standards. Recently, the Swiss Financial Market Supervisory Authority (FINMA) announced significant updates regarding behavioral duties applicable to investment advisory...
Product
Introducing Etops Fee Management and Invoicing: Simplifying Wealth Management
Efficient fee management is crucial for wealth managers, family offices, and asset managers. With Etops fee management and invoicing features, you can streamline billing processes, enhance transparency, and optimize client trust. You can easily manage,...
Partner Spotlight
Etops and Yainvest Announce Partnership to increase Trust and Transparency through Improved Risk Profiles
Etops, a leading financial services provider, and Yainvest, a third-generation behavioural finance profiling and risk engine, are excited to announce their strategic partnership aimed at redefining the landscape of wealth management services.
Industry Insights
Achieving Efficiency and Transparency in Wealth Management
Discover how Etops revolutionizes wealth management for family offices by seamlessly integrating liquid and illiquid assets into a comprehensive platform. By providing efficient tools for consolidated reporting, transparent portfolio insights, and advanced analytics, Etops empowers...
Product
A Game-Changer in Wealth Management: Reporting with Etops Wealth Discovery
With its award-winning platform, Etops revolutionizes client reporting in wealth management. Offering unparalleled flexibility, visual appeal, and regulatory compliance, Etops enables wealth managers to create personalized, easy-to-understand reports tailored to each client's needs. Through intuitive...
Industry Insights
How AI changes wealth & asset management
In the field of wealth management, Etops is committed to innovation and keeping pace with the latest developments in tech and AI. We are dedicated to meeting the evolving needs of our clients and continually...
News
Award-Winning Portfolio Management: Essential Components for Wealth Managers and Family Offices
Etops was recently honored as the Winner of 2024 in the Portfolio Management Solution category by the WealthBriefing Award. This article delves into the essential components of an effective portfolio management system, exploring features such...