Etops Group AG

We are a pan-European consolidator for wealth and asset management technology. With more than 250 dedicated professionals we serve over 550 clients across the full spectrum of financial services, including banks, wealth and asset managers, independent advisors, and insurance firms in Germany, Switzerland, and other continental European markets. We offer modular, end-to-end technology solutions that span the entire wealth and asset management value chain, enabling clients to enhance customer experiences and optimize their core processes.

The Challenge

Scalable solutions for future-proof investment management

Whether portfolio management, trading processes or fund risk management – the requirements in asset and wealth management are becoming more complex, regulatory and data-driven.
Etops offers you a modular product world that specifically addresses these challenges.

All solutions can be used individually or combined to form an end-to-end system – seamlessly integrated, operationally efficient and regulatory-compliant.

The Solution

- - etops Asset Manager Pro
    - Portfolio, risk and order management on one platform
    - Fully integrated solution for front-to-back processes in investment management.
    - Highlights: ·
      - Modular & scalable
      - REST API & third-party connection
      - Real-time portfolio view
      - Rebalancing & Compliance Checks

- - etops Order Manager
    Intelligent order and execution platform for complex markets
    Centrally controled order management – rule-based, transparent and audit-proof.
    Highlights:
    - DMA, Care, Algo & RFQ
    - FIX interfaces
    - BestX Evaluation & Audit Trail
    - Fee Management & Reporting
- - etops Fund Monitor
    Outsourcing of risk management for UCITS & AIFs
    Regulatory-tested risk-as-a-service offering – efficient and secure.
    Highlights:
    - VaR, Stresstests, Leverage
    - CSSF 18/698 & ESMA-konform
    - Historical simulation
    - Customizable risk reports

The Importance

- - Seamless system integration: Combine front-to-back processes in one platform or integrate existing third-party applications via modern REST APIs.
  - Multi-bank and multi-asset capability: Supports all asset classes and trading strategies – from traditional securities to complex derivatives.
  - Real-time functions: Keep an eye on positions, orders and risks at all times – with live data and direct market access via the FIX protocol.
  - Automated compliance checks: Built-in rules for pre- and post-trade checks mitigate risk and ensure regulatory compliance.
  - Scalable & adaptable: Whether for small teams or international investment structures – our asset management software grows with your requirements.