etops Wealth Services
Power Your Growth with Expert Support
Focus on your core strategies while we handle the rest. Etops offers seamless outsourcing for wealth managers, delivering high-quality, cost-efficient support across mid- and back-office operations.
Enhanced Efficiency
Offload operational tasks to a skilled team, saving time and resources.
Data Precision
Gain accurate, reliable data management for smarter decision-making.
Scalability at Lower Costs
Optimize costs and easily scale as your business grows.
Mid- and Back-Office Outsourcing
Streamline operations by entrusting us with daily administrative and operational tasks, letting you focus on client relationships and growth. Offload mid- and back-office tasks, such as trade reconciliation, reporting, and compliance, with our scalable support services.
Data Management Expertise
Empower your business to scale efficiently and drive long-term growth. Benefit from precise, secure data handling—from reconciliation to asset bookings, ensuring accuracy for effective decision-making.
Regulatory and Client Reporting
Meet regulatory demands with confidence. Our reporting services deliver client reports, compliant factsheets, and consolidated UHNWI reports.
Fund Operations
Manage diverse funds with ease, from private equity to varied portfolios, while reducing operational costs through dedicated expertise.
Risk and Performance Reporting
Receive in-depth risk and performance insights to inform strategic planning and boost portfolio success.
How does Etops ensure data accuracy in outsourced operations?
We use advanced data management practices, secure technology, and a meticulous reconciliation process to maintain the highest standards.
Can you handle reporting for complex portfolios?
Yes, our team specializes in generating detailed reports for varied portfolios, including consolidated reports and private equity funds.
How quickly can I scale services with Etops?
Our flexible solutions allow for quick and seamless scaling to match your evolving business needs.
Alexander Sinn
David Schneider
Anthony Gimigliano
Sacha Fedier
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