Etops 2026: Benefits, Features & Pricing

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Overview

Etops

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Pricing

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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.

Etops Screenshots

Etops Pricing and Plans

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Etops Features

Popular features found in Data Analysis
Data Discovery
Data Visualization
Natural Language Search
Predictive Analytics
Query Builder
Storytelling
More features of Etops
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
API
Audit Trail
Bank Reconciliation
Billing & Invoicing
Cash Management
Charting
Client Management
Compliance Management
Consolidation/Roll-Up
Currency Management
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Connectors
Data Extraction
Data Import/Export
Data Mapping
Data Migration
Data Storage Management
Drag & Drop
Financial Analysis
Financial Reporting
Forecasting
General Ledger
Income & Balance Sheet
Investment Management
Investments Tracking
Invoice Management
Metadata Management
Mobile Access
Monitoring
Multi-Company
Multi-Currency
Multi-Language
Multiple Data Sources
Performance Metrics
Planning Tools
Portfolio Management
Profit/Loss Statement
Projections
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Reporting
Reporting/Analytics
Reporting & Statistics
Risk Management
Role-Based Permissions
Sales Trend Analysis
Search/Filter
Secure Data Storage
Self-service Analytics
Self Service Data Preparation
Tax Management
Third-Party Integrations
Transaction History
Trend Analysis
User Management
Visual Analytics
Visual Discovery
Widgets
Workflow Management