Etops 2026: Benefits, Features & Pricing
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Overview
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Pricing
Pricing available upon request
About Etops
Etops is a web-based wealth management platform that offers features such as insight generation, reporting, and client management. Through partnerships and hyperapp approach, the solution manages anti-money laundering (AML) and know your customer (KYC) capabilities. It also assists with behavioral finance risk analysis and regulatory compliance management.
Etops streamlines operations, consolidates diverse assets and optimizes decision-making for financial institutions, family offices and wealth managers.
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Etops Pricing and Plans

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Etops Features
- Popular features found in Data AnalysisData DiscoveryData VisualizationNatural Language SearchPredictive AnalyticsQuery BuilderStorytelling
- More features of EtopsAccess Controls/PermissionsAccountingAccounting IntegrationActivity DashboardAd hoc AnalysisAd hoc QueryAd hoc ReportingAlerts/NotificationsAPIAudit TrailBank ReconciliationBilling & InvoicingCash ManagementChartingClient ManagementCompliance ManagementConsolidation/Roll-UpCurrency ManagementCustomizable BrandingCustomizable ReportsCustomizable TemplatesDashboardDashboard CreationData Capture and TransferData ConnectorsData ExtractionData Import/ExportData MappingData MigrationData Storage ManagementDrag & DropFinancial AnalysisFinancial ReportingForecastingGeneral LedgerIncome & Balance SheetInvestment ManagementInvestments TrackingInvoice ManagementMetadata ManagementMobile AccessMonitoringMulti-CompanyMulti-CurrencyMulti-LanguageMultiple Data SourcesPerformance MetricsPlanning ToolsPortfolio ManagementProfit/Loss StatementProjectionsReal-Time AnalyticsReal-Time DataReal-Time MonitoringReal-Time ReportingReporting/AnalyticsReporting & StatisticsRisk ManagementRole-Based PermissionsSales Trend AnalysisSearch/FilterSecure Data StorageSelf-service AnalyticsSelf Service Data PreparationTax ManagementThird-Party IntegrationsTransaction HistoryTrend AnalysisUser ManagementVisual AnalyticsVisual DiscoveryWidgetsWorkflow Management
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Ratings Breakdown
- Ease of use
- Value for money
- Customer support
- Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.60Ease of use
- 4.57Value for money
- 4.95Customer support
- 4.54Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.70Ease of use
- 4.60Value for money
- 4.61Customer support
- 4.58Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.51Ease of use
- 4.41Value for money
- 4.35Customer support
- 4.44Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.20Ease of use
- 4.33Value for money
- 4.45Customer support
- 4.36Functionality
Pricing
Available upon request
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