etops Wealth Discovery

Multi-bank and multi-custodian aggregation

Direct connections to European banks and custodians, with structured imports for everything else. Every account in one view. No more reconciling spreadsheets against statements by hand.
Bankable and non-bankable assets

Securities, cash and structured products alongside real estate, private equity, art and direct holdings. The full picture for clients whose wealth doesn't fit on a custodian feed.
Multi-currency, multi-jurisdiction, multi-language

Currencies converted, jurisdictions handled, tax-relevant boundaries respected. Built for a global audience.
Always-current consolidated reporting

When the principal asks for total exposure, the answer is already there. Not three days from now, after the analyst has finished pulling PDFs.
Built to grow with you

Start with consolidated reporting, extend into portfolio management and advisory as the firm scales. One ecosystem, no re-procurement, no re-implementation.

By working in partnership with Etops, we can offer our families an easy-to-read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

Alexander Sinn

Co-Founder & CEO | 47 Capital AG

Etops' solution allows us to save a lot of time and is efficiently designed so that we can focus on our core business. The detailed reports have significantly improved our service, providing a clear added value to our clients.

Anthony Gimigliano

Head Institutional Desk | Swissquote

With just a few clicks, employees have access to all important information, giving them more time to focus on their core competencies, making well-founded, investor-focused decisions.

Sacha Fedier

CEO | VT Wealth Management

FAQs

We answer the most important and most frequently asked questions

How does the Wealth Discovery support compliance requirements?

Our app includes built-in features for regulatory compliance, such as KYC, AML, and PEP classification tools, ensuring seamless adherence to industry standards.

What effort is involved in onboarding for me?

The onboarding of our wealth management software takes place with minimal effort for you. Thanks to our agile project management and the experience of our project managers, we guarantee a rapid implementation, usually within just a few weeks, while minimising the commitment of internal resources.

What does wealth asset analysis with etops Wealth Discovery include?

The platform gives you a holistic view of your clients’ investments and assets. It integrates data, visualizes relationships, and provides metrics for informed investment decisions.

All assets are consolidated and standardized in one central place—covering both liquid assets like equities, funds, and bonds, and illiquid assets like real estate and private equity.

Allocation analysis: Displays wealth distribution by categories such as asset class, currency, region, or sector.
Performance analysis: Measures and validates returns, time series, and benchmark comparisons on portfolio, family, or mandate level.
Risk analysis: Examines exposures, volatility, and deviations from policies, and identifies concentration risks.
Monitoring: Tracks investment guidelines, bands, and regulatory requirements to easily detect compliance breaches.
Reporting: Enables creation of tailored, insightful reports for clients and decision-makers—offering a complete picture of the current situation and the potential impact of future decisions.

This analysis provides an accurate picture of your clients’ overall wealth and supports strategic investment decisions.

If you have further questions about etops Wealth Discovery, feel free to contact us via the contact form. You can also book a free demo to experience the platform’s full capabilities firsthand.

Which features does etops Wealth Discovery offer?

The product offers a wide range of comprehensive features for wealth management with continuous development of new ones, including:

Wealth data analysis: Create custom views to analyze allocations, risk metrics, performance, exposures, and NAVs.
Monitoring: Track investment guidelines such as bands and risk metrics across all asset classes and instrument types.
Reporting: Generate visually appealing reports with a single click—ready to share with clients or management.
Client management: Store all client data and documents in one place and use the platform for communication. Regulatory requirements like KYC, AML, and PEP are also seamlessly supported.
Document management: Archive, organize, share, and download all documents from one location—eliminating manual document handling.
API integration and cloud scalability: Thanks to its API-first architecture, the tool easily integrates into any existing system, ensuring flexible use and maximum scalability.

What level of support can I expect for setup and ongoing maintenance?

Our team provides comprehensive support during setup and continues to offer assistance to ensure the Wealth Discovery meets your evolving business needs.

Does wealth asset analysis include liquid and illiquid assets?

Yes. A comprehensive wealth asset analysis must account for all types of holdings to be effective. This includes liquid assets such as equities, bonds, and funds, as well as illiquid investments like real estate, private equity, and alternative assets. Consolidating both categories into a single view allows wealth managers to accurately assess total wealth, identify concentration risks, and monitor target allocations across the entire investment landscape.

Can Wealth Discovery generate custom reports?

Absolutely! You can create flexible, visually appealing reports tailored to different needs—be it for clients, internal teams, or regulatory bodies.

Wealth Management Platform

One platform. Your entire wealth business.

For wealth managers, family offices, and private banks where every client portfolio sits across multiple custodians, currencies, and asset classes.