etops Wealth Discovery 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

etops Wealth Discovery

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Pricing

Pricing available upon request

About etops Wealth Discovery

Etops Wealth Discovery is a financial management platform designed for wealth managers, family offices, independent financial advisors, asset managers, banks, and insurance companies. It supports navigation of complex markets while addressing regulatory compliance and operational efficiency.

The platform provides insights tailored to specific users, enabling analysis of wealth data at portfolio, family, or mandate levels. Its analytics tools offer allocation analysis, risk metrics, performance measurements, exposures, and net asset values in a centralized system. Monitoring features help track investment guidelines across various asset classes and instrument types, comparing them to target allocations and benchmarks.

The platform includes a client management hub that organizes data, documents, and communications while supporting compliance processes such as KYC, AML, and PEP classifications. A document management system ensures secure storage and easy access to files, reducing manual handling. An AI-based co-pilot assists with tasks and provides insights to improve workflows, helping professionals manage operations efficiently.

etops Wealth Discovery Screenshots

etops Wealth Discovery Pricing and Plans

Starting price: CHF1.00

Free Trial

Free Version

By Usage and Seats

CHF1.00

No plan information available

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etops Wealth Discovery Features

Popular features found in Financial Services
Billing & Invoicing
Financial Management
For Financial Institutions
Reporting/Analytics
Risk Management
Transaction Monitoring
More features of etops Wealth Discovery
Activity Dashboard
Benchmarking
Client Management
Compliance Management
Compliance Tracking
CRM
Data Visualization
Document Management
Financial Analysis
For Investment Advisors
Fund Management
Investments Tracking
Performance Management
Performance Metrics
Portfolio Management
Visual Analytics