etops Portfolio Manager 2026: Benefits, Features & Pricing

Etops Portfolio Manager is a platform designed to simplify portfolio management for wealth professionals. It provides oversight of client assets across multiple portfolios, supporting wealth managers, family offices, and financial advisors in monitoring complex investment structures. The platform offers tools for managing portfolios while adhering to regulatory requirements.

Customizable dashboards allow users to tailor their workspace to specific needs. The system enables the creation of portfolio groups and mandates with flexible consolidation options for analysis. Built-in compliance features align with industry standards, and analytics provide insights into asset classification, industry exposure, and currency distribution. Real-time monitoring offers visibility into client holdings, including detailed information on securities composition within fund assets.

The platform connects with external data sources to provide a comprehensive view of client assets. It supports both liquid and illiquid investments, offering tools for managing alternative assets such as private equity and venture capital funds.