etops Advisory Hub 2026: Benefits, Features & Pricing

etops Advisory Hub is a modular, web-based platform that enables financial institutions to deliver compliant, personalized investment advice across the entire advisory lifecycle. It supports multiple advisory models, from fully digital to hybrid and traditional, and integrates with CRM systems, custodian banks, and regulatory frameworks.

The platform includes modules for client profiling, investment proposal generation, compliance validation, and reporting. Advisors can guide clients through a structured onboarding process, capture risk preferences and sustainability goals (including ESG factors), and generate tailored investment proposals. All documentation, such as suitability of reports and cost disclosures, is automatically generated in real time and stored in a centralized audit trail.

etops Advisory Hub is compliant with MiFID II and GDPR and supports ESG profiling in line with EU regulations. It is fully brandable and configurable to reflect the institution’s investment philosophy, product universe, and regulatory requirements. The platform is designed to increase advisor productivity, reduce operational risk, and enhance the client experience through automation, vis...