Etops

Etops

Etops AG
OpenSolution

OpenSolution

Openfinance
+
+

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About

Etops empowers digitalization processes for the financial industry. Our solutions cover the entire value chain of private banks, asset and wealth managers, family offices and pension funds: from lead generation, CRM and on-boarding to portfolio management, compliance, and reporting.

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Family Offices, Wealth Managers, Asset Managers, Developers, Banks

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Etops AG
Switzerland
www.etops.com

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/

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FINARTIS

Categories

Family Office Supported
Wealth Management Supported

Categories

Wealth Management Supported

Integrations

Vertalo Not Supported

Integrations

Vertalo Supported
Claim Etops and update features and information
Claim Etops and update features and information
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information