etops Wealth Reporting 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

etops Wealth Reporting

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Pricing

Pricing available upon request

About etops Wealth Reporting

Etops Wealth Reporting is a solution designed for creating and delivering customized reports and factsheets focused on client investments, wealth mandates, and portfolio performance. It is used by wealth managers, family offices, independent financial advisors, and asset management firms to produce professional and tailored reports.

The platform includes a library of pre-built templates that assist in generating detailed financial reports. Its interface is designed to streamline navigation and present complex information in clear formats across various devices. etops Wealth Reporting helps teams consolidate data from multiple sources to create unified and accurate client reports with reduced manual effort.

Customization options allow users to emphasize specific information relevant to each client. The system supports various report types, such as investment performance, portfolio status, and wealth mandates. Automation features of etops Wealth Reporting facilitate the efficient creation of recurring reports, ensuring consistent presentation of financial data.

etops Wealth Reporting Screenshots

etops Wealth Reporting Pricing and Plans

Starting price: CHF1.00

Free Trial

Free Version

By usage and seat

CHF1.00

No plan information available

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etops Wealth Reporting Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of etops Wealth Reporting
Customizable Reports
Dashboard
Data Visualization
Real-Time Data
Self-Service Reporting