Etops

Etops

Etops AG
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
+
+

Related Products

  • Sage Intacct
    8,095 Ratings
    Visit Website
  • SBS Financing Platform
    3 Ratings
    Visit Website
  • SBS Banking Platform
    28 Ratings
  • Zil Money
    605 Ratings
    Visit Website
  • Nexo
    16,505 Ratings
    Visit Website
  • Xero
    5,734 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Authologic
    2 Ratings
    Visit Website
  • SAP S/4HANA Cloud Public Edition
    4,130 Ratings
    Visit Website
  • MeridianLink Opening
    20 Ratings
    Visit Website

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

WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations.

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

Financial Advisors & Wealth Managers, Investment Firms & Portfolio Managers, Banks & Financial Institutions, HNWIs (High-Net-Worth Individuals), Family Offices

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Etops AG
Switzerland
www.etops.com

Company Information

Ampsys Consulting Pvt Ltd.
www.wealtherp.net

Alternatives

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Fusion Invest

Fusion Invest

Finastra
BITA Risk

BITA Risk

corfinancial
MoneyWare

MoneyWare

Miles Software (EbixCash)
M2Advisor

M2Advisor

M2Wealth
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Etops and update features and information
Claim Etops and update features and information
Claim WealthERP and update features and information
Claim WealthERP and update features and information