Family Offices

Yes, our system comprehensively covers non-bankable assets. Whether it's real estate, private equity, collectibles like art and vintage cars, or other unique assets such as aircraft and racehorses, our platform ensures a holistic approach to managing diverse and unconventional wealth holdings.

Our platform integrates with various banking systems, allowing for the efficient aggregation of financial data from multiple banks. Through secure interfaces and data synchronization processes, you can trust that the consolidated view is up-to-date, accurate, and readily available for comprehensive wealth management analysis. The additional operations services ensure the highest level of data quality by daily reconciliation and plausibility checks.

Our platform is designed to handle complex ownership structures with precision. You can map intricate relationships, delineate share of assets, and gain a comprehensive understanding of the ownership dynamics within the system. This feature enhances transparency and simplifies the management of even the most intricate ownership scenarios.

Etops provides electronic interfaces with more than 100 custodian banks. A full list of can be provided on request. Additionally, Etops’ operations team supports the data import with daily reconciliation and data enrichment activities plus manual bookings where necessary.

Our system enables consolidation across multiple custodians, providing a unified and comprehensive view of your clients' wealth. Whether you're managing assets with different custodians or across various financial institutions, our platform ensures seamless integration, allowing you to monitor and analyse the entire portfolio and levels and structures defined cohesively.

The Etops platform is hosted in a secure cloud environment, leveraging the flexibility of our infrastructure to establish additional servers in any location as needed. This ensures that data can be strategically stored within the selected country, aligning with regulatory requirements and offering a robust solution for maintaining data security and compliance. Our cloud infrastructure adheres to industry-leading security standards, incorporating advanced encryption and access controls. With regular security audits and monitoring protocols in place, we ensure the highest level of data security for your wealth management operations, regardless of your location.

Etops’ platform allows for the customization of reports to align with your specific design preferences. We can tailor the branding elements (colours and logos) to reflect your unique style. Additionally, our system supports multiple languages (English, French, German, Italian), offering flexibility to generate reports in the language of your choice to cater to diverse client needs and preferences.