etops Wealth Discovery:
Efficient Wealth Management – Smart Analytics, Compliance & Reporting All in One Platform
The intelligent wealth management software for family offices and wealth managers.
Companies that rely on our expertise
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Fast, Secure, Precise – etops Wealth Discovery Gives You Full Control and Efficiency
Complex asset structures, increasing regulatory requirements, and inefficient processes cost time and resources. Wealth Discovery unifies automated monitoring, audit-proof reporting, and AI-powered analytics in a single platform – providing full transparency, reduced manual effort, and efficient liquid and illiquid wealth management in real time.
Key Benefits at a Glance:
Centralized platform for assets and investments
Overview of illiquid and liquid assets
Automated portfolio and compliance monitoring
Efficient fee & cost control at mandate level
Transparent fee management for your customers
Seamless API integration & scalable cloud solution
to reduce IT system fragmentation
Audit-proof, individually customizable reporting
Individually customizable reporting
AI-supported analyses
Who is etops Wealth Discovery for?
What Our Clients Say
"Through our collaboration with Etops, we can provide our families with clear, customized wealth reports that give them a significant advantage. We greatly appreciate Etops for their fast deployment of new features and their commitment to an outstanding user experience."
Alexander Sinn
Co-Founder & CEO | 47 Capital AG
"Thanks to Etops, we can professionally map the complex wealth situations of our clients and offer a highly comprehensive reporting system across all asset classes as part of our Verium client experience. This is highly valued by our sophisticated family office clients."
David Schneider
COO | Verium AG
"Etops' solution saves us a significant amount of time and is designed for efficiency, allowing us to focus on our core business. The detailed reports have significantly enhanced our service and provide clear added value to our clients."
Anthony Gimigliano
Head Institutional Desk | Swissquote
"With just a few clicks, our employees have access to all essential information, giving them more time to focus on their core"
Sacha Fedier
CEO | VT Wealth Management
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.
FAQs
How does the etops Wealth Discovery app support compliance requirements?
Our app offers integrated features to meet regulatory requirements, including KYC, AML, and PEP classification tools, ensuring seamless adherence to industry standards.
Can etops Wealth Discovery generate customized reports?
Can etops Wealth Discovery generate customized reports?
Is the etops Wealth Discovery app compatible with my existing systems?
Yes, thanks to our API-first approach, the app seamlessly integrates into your system landscape, offering scalability and flexibility.
How can I tailor etops Wealth Discovery to specific investment strategies or client types?
With user-defined views and customizable benchmarks, the app supports various investment strategies and client segments, allowing you to refine and personalize your analyses.
What level of support can I expect during setup and ongoing maintenance?
Our team provides comprehensive assistance during implementation and remains available to ensure that the etops Wealth Discovery app continues to meet your evolving business needs.