Etops Group AG provides WealthTech platforms and software for banks, wealth and asset managers, family offices and independent financial advisors. Its product suite includes portfolio and order management, reporting and analytics, developer APIs, digital advisory tools and managed services.
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Digital advisory platform for investment advisers, with onboarding, personalised advice, and legally compliant call recording for financial advisory services.
Reporting platform for wealth & asset managers
Reporting platform for wealth & asset managers, with flexible reports, factsheets, and support for audits and compliance processes.
Advanced analytics for wealth & asset managers
Advanced analytics for wealth & asset managers, from data capture and analysis to dynamic visualisation for well-founded decisions.
Operational services for wealth management
Operational services for wealth management, with outsourcing for middle and back office, data management, and support for compliance and operations.
Outsourcing services for asset management
Outsourcing services for asset management to relieve operational tasks with data processing and compliance support.