etops Robo Advisor
Personalized, Compliant, and Efficient Wealth Management at Scale
The etops Robo Advisor combines advanced AI technology with regulatory expertise and psychological insights. We empower financial institutions to deliver personalized, compliant, and efficient wealth management services at scale, while enhancing client engagement and transparency.
Instant
Launch your digital offering in weeks with our turnkey etops Robo Advisor.
Flexible
ailor corporate identity, portfolio strategies, and custodian integration to your needs.
Secure
Ensure full regulatory compliance with top-tier security standards.
Scalable & Automated Wealth Management
Guide clients through an intuitive, structured onboarding and advisory process. Our platform generates engaging, visualized investment proposals with personalized content—ensuring a professional and seamless client experience that integrates fully with your corporate branding.
Enhanced Transparency & Client Engagement
Reduce manual effort and optimize portfolio management with intelligent automation. From client onboarding to investment proposal generation, our platform standardizes workflows to ensure consistency, improve efficiency, and enable high-volume advisory services without added complexity.
Personalized & Visual Advisory Experience
Guide clients through an intuitive, structured onboarding and advisory process. Our platform generates engaging, visualized investment proposals with personalized content—ensuring a professional and seamless client experience that integrates fully with your corporate branding.
Regulatory Compliance, Automated & Secure
Meet MiFID II requirements effortlessly with automated documentation. Generate suitability statements, ex-ante cost disclosures, and product information in real time, while maintaining a complete digital audit trail. Centralized filing and sampling capabilities streamline compliance reviews and enhance operational efficiency.
Alexander Sinn
David Schneider
Anthony Gimigliano
Sacha Fedier
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