Intuitive. Powerful. Built for how you work.
Why Wealth Managers and Family Offices Choose etops Wealth Discovery:
Start the etops Wealth Discovery Walk-Through to see how our platform simplifies complex portfolios and helps you deliver insight with confidence.
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All-in-One Client View
Instantly access a structured, real-time overview of your clients’ entire wealth, across asset classes, mandates, and family structures.
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Compliance Made Simple
Stay ahead of risk with automated alerts for strategy breaches, investment guideline checks, and AML filters, all built into your daily workflow.
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Intuitive, Advisor-Friendly Interface
Built for clarity and speed, etops Wealth Discovery is designed to be easy to navigate, so you can get started quickly without a steep learning curve.