Etops integrated a new AI feature into the etops FinanzPortal
Published
Signal category
Products & Services
Quote
“die Integration unseres neuen AI-Features in das etops FinanzPortal ist dabei nur der erste Schritt”
— Christian Lanzendorf, CIIA|Etops team
Company
Etops
The Operating System for European Wealth and Asset Management | Portfolios, Client Data, and Operations in One Platform
- Industry
- Financial Services
- Location
- Cham, CH
- Company size
- 201 employees
Etops is the pan-European technology platform for wealth and asset management. We serve wealth and asset managers, private banks, family offices, insurance firms, independent financial advisors, and institutional investors with a modular, end-to-end ecosystem built on decades of industry expertise. From portfolio and asset management to consolidated reporting, compliance, CRM, and AI-driven analytics. Our platform enables financial institutions to operate with more clarity, scale, and speed across the full wealth and asset management value chain. We serve 2000+ clients across Switzerland, Germany, and continental Europe with a team of 300 specialists. What we do: - Portfolio and asset management - Consolidated reporting and analytics - Client lifecycle, CRM, and advisory workflows - Compliance, regulatory reporting, and risk - Digital advisory and client engagement for banks, insurers, and IFAs - APIs and a developer ecosystem for WealthTech and asset management builders. Who we serve: Wealth managers and EAMs · Asset managers · Private banks · Family offices · Insurance firms · Independent financial advisors · Institutional investors · Developers Where we operate: Switzerland · Germany · Luxembourg . Slovakia . Georgia and expanding across EMEA. Learn more at www.etops.com.