All your assets. Anytime. Everywhere. With Etops you get access to all your assets on your smartphone. Review your account balances, investments and banking transactions from different custody banks. All your financial data automatically processed by our AI-based parser and reconciled against the custody bank statements. The original bank confirmations attached to all the transactions. Add your non-bankable assets such as private equity, real estates, cars or art so you can analyse your total wealth in our customized reports. Anytime, anywhere.
If you have any questions, our support team of professionals will always stand by your side.
• Document management system with AI based Parser
We receive your transactions and statements from all your custodians. All documents are stored and available to you. Full audit trail. Our AI-based parser extracts the data and continuously improves the process by adapting to slight changes on data formats. Every day.
• Portfolio management system and our Operations Team
Fully automated checks are set, reviewed and performed by our Operations team. Daily reconciliations against the bank statements, data quality and data integrity.
• Reporting, CRM and even more…
Consolidation of your portfolios, holdings and performance figures in our customized reports. Improve your user experience by dynamic dashboards, customized classifications and the additional functionalities in our desktop or mobile version of the platform. Add reminders for your tasks, maintain your client data and meeting notes in one place for a better interaction with your clients. *
• Secure and easy Login using a fingerprint or FaceID
We protect our clients’ information with the secure sign-in every time they use the app. We store only the client’s login without any further sensitive information. The only connection is to our servers located in Switzerland.
* Some functionalities are currently available only on the desktop version. Our aim is to bring anything you need in regular releases in both desktop and mobile version of our application.
To set up your account, please contact our team at firstname.lastname@example.org.
More information about us on our website https://www.etops.ch.