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.

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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

Co-Founder & CEO
47 Capital 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.

Anthony Gimigliano

Head Institutional Desk
Swissquote

Etops' solution allows us to save a lot of time and is efficiently designed so that we can focus on our core business. The detailed reports have significantly improved our service, providing a clear added value to our clients.

Sacha Fedier

CEO
VT Wealth Management

With just a few clicks, employees have access to all important information, giving them more time to focus on their core competencies—making well-founded, investor-focused decisions.