Intuitive.

Powerful.

Built for how you work.

Solve data chaos, compliance stress, and reporting gaps: etops Wealth Discovery empowers smarter, scalable client engagement.

Why Wealth Managers and Family Offices Choose etops Wealth Discovery

etops Wealth Discovery empowers you to serve high-net-worth clients, navigate complex markets, and manage wealth with precision.
It ensures transparency, compliance, and cost-efficiency.
With automated monitoring, AI-powered analytics, and audit-proof reporting, it streamlines portfolio oversight, fee management, and client relationships: all in real time.

User-Specific Insights

Create customized views and analyze wealth data at any level-portfolio, family, or mandate. Get powerful insights into allocation, risk, and performance with ease.

Effortless Monitoring

Stay on top of investment guidelines across asset classes and ensure compliance with seamless real-time monitoring tools tailored to your needs.

Flexible Reporting

Generate clear, visually appealing reports and factsheets for clients, management, and regulatory authorities. Perfect for every reporting requirement

Analytics

Effortlessly tailor your wealth data analysis. Create user-specific views and analyze portfolios, families, or mandates as needed. Access allocation analysis, risk figures, performance measurements, exposures, and net asset values, all in one place.

Client Management

Centralize client data, documents, and communication in one hub. Navigate regulatory waters with KYC, AML, and PEP classifications with ease, ensuring compliance and fostering trust. Creating contact reports has never been more enjoyable.

Monitoring

Benefit from straightforward yet powerful monitoring capabilities. Stay in control and adhere to investment guidelines across all asset classes and instrument types. Monitor mandates and compare vs. target allocation, bandwidth, risk figures, and custom benchmarks.

Document Management

Organize, archive, download, and manage your documents with our integrated document management. From client agreements to investment reports, everything is just a click away. Enhance collaboration, ensure compliance, and save time by eliminating manual document handling.

etops Wealth Discovery - Document Dashboard

Co-Pilot

Meet your chatbot for wealth and investment management. Etops Co-Pilot streamlines tasks, offers insights, and optimizes workflows, freeing you from tedious tasks to focus on what matters most.

Contact us for a free and non-binding demo

Etops accompanies you from analysis to operation : with technology, expertise and operational proximity.