Your new financial superpower

Effortlessly tailor your wealth data analysis. Create user-specific views and analyze portfolios, families, or mandates as needed. Access allocation analysis, risk figures, performance measurements, exposures, and net asset values – all in one place.

Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Create flexible, visually appealing, and easy-to-understand reports and factsheets for client and management information and documentation, for regulatory authorities and auditing purposes.

Meet Etops Co-Pilot, your chatbot for wealth and investment management. Streamline tasks, gain insights, and improve decision-making all within an intuitive interface. Together with your Co-Pilot you can boost your workflow and processes and free you from boring tasks.

Centralize client data, documents, and communication in one hub. Navigate regulatory waters with KYC, AML, and PEP classifications with ease, ensuring compliance and fostering trust. Creating contact reports has never been more enjoyable.

Say goodbye to manual and time-consuming processes thanks to a dedicated feature. Calculate, manage, and track fees according to your client's wealth and generate invoices in a few clicks. From management fees to complex performance fees, we make admin tasks less painful.