etops Advisory Hub
Superior and tailored experiences for each client
With etops Advisory Hub, we empower efficient and personalized wealth management at scale. Accelerate client onboarding and engagement, enable mass-advisory with operational excellence, and ensure regulatory compliance and risk mitigation in our digital-first platform.
Intuitive and user-friendly
Experience seamless advisory to elevate every step of the client journey.
Built for hybrid advice
Personal and digital—our platform enables client relationships in both worlds.
Compliance-Assured
Rely on our extensive regulatory expertise for full compliance assurance.
Exceptional User Experience
Deliver seamless, intuitive advisory workflows across digital, personal, and hybrid models. Our etops Advisory Hub is designed with a leading user experience that simplifies complex processes, empowering wealth managers to engage clients effortlessly and efficiently.
Built-In Regulatory Compliance
The etops Advisory Hub includes KYC procedures (advisor-led or video identification), automated cost and inducement disclosures, and documentation that aligns with MiFID II and German FinVermV standards.
Operational Efficiency with API Integration
Optimize workflows through API-based custodian interfaces, enabling direct order processing with multiple banks. With these seamless integrations, advisors can capture and process orders quickly, reducing manual effort and minimizing errors.
Multi-Custody Advisory
Enable advisors to provide holistic, informed advice by consolidating client assets from multiple custodians into a single, streamlined view. Advisors gain access to comprehensive portfolio data, allowing for detailed analysis of performance and composition, helping clients fully understand their investment landscape.
Alexander Sinn
David Schneider
Anthony Gimigliano
Sacha Fedier
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