etops Advisory Hub:
The digital advisory solution for financial advisors, asset managers, banks and insurance companies – Efficient, Compliant & Seamlessly Integrated
The digital advisory solution for wealth managers, banks & family offices.
Structured Advisory, Maximum Efficiency, Full Compliance.
Rising regulatory requirements, manual documentation, and fragmented systems make financial advisory more complex than necessary. Clients expect seamless, flexible advisory – but many firms lack an efficient digital solution.
The etops Advisory Hub unifies automated advisory processes, audit-proof documentation, and regulatory security in a single platform, so you can focus on what matters most: your clients.
Key Benefits at a Glance:
Seamless digital & hybrid advisory
Automated documentation
Modern investment
Direct API integration
enabling seamless order processing without manual steps or media breaks.
Intuitive user interface for advisors & clients
Optimized processes
Who is the etops Advisory Hub for?
Book a live demo now!
Let our experts demonstrate how simple and effective our tools are in practice - and take the opportunity to clarify your questions in real time. Don't miss the chance to unleash the full potential for your success.