EtopsEtops AG
|
||||||
Related Products
|
||||||
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
Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across workflows.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Family Offices, Wealth Managers, Asset Managers, Developers, Banks
|
Audience
Wealth and asset management firms seeking a solution to aggregate, reconcile, analyze, and share diverse investment data for enhanced decision-making and client engagement
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationEtops AG
Switzerland
www.etops.com
|
Company InformationPoint
Founded: 2017
United Kingdom
pointgroup.io/investment-data-intelligence-platform
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|