Coryx

Family offices managing assets across multiple custodians, ownership structures, and asset classes face a persistent aggregation problem: getting one accurate, current picture of total wealth without building a manual reconciliation process in spreadsheets. Etops, a pan-European wealthtech group formed through the consolidation of specialized firms with a combined 40-plus years of industry experience, addresses this directly through a modular SaaS platform built specifically for wealth and asset management workflows.

For family offices, the platform centers on several interconnected products:

• etops Wealth Discovery: portfolio monitoring, analytics, fee management, and client relationship tools in a single interface
• etops Portfolio Manager: grouped portfolios, mandates, and consolidated analytics across entities
• etops Wealth Reporting: audit-proof, white-labeled reports covering all asset classes and custodians
• etops Analytics Studio: data collection through to dynamic visualization
• etops Wealth Services: outsourced mid- and back-office support

The firm holds the WealthBriefing Swiss EAM Award for Best Client Reporting in both 2024 and 2026, and the WealthBriefing European Award for Client Investment Application for two consecutive years. Its client base includes LGT, Edmond de Rothschild, Swissquote, and Zürcher Kantonalbank, indicating the platform operates at institutional scale. The platform tracks over 500 billion euros in AUM across more than 2,000 clients. Pricing is not publicly disclosed, and the product suite is primarily positioned for the German-speaking Swiss and German markets, which may limit appeal for family offices operating outside continental Europe. Teams seeking a single vendor for consolidated reporting, compliance, and middle-office outsourcing within that geography will find Etops a credible option; those requiring deep support in Anglo-Saxon or Asian markets should verify coverage before proceeding.

• Multi-custodian portfolio consolidation and reporting
• Portfolio monitoring and analytics across liquid and illiquid assets
• Client reporting and factsheet generation
• Compliance monitoring with pre-trade, post-trade, and post-booking checks
• Middle- and back-office outsourcing
• Wealth structure visualization and management

• Consolidated multi-bank and multi-custodian reporting
• White-labeled client reports covering all asset classes
• Wealth structure visualization with ownership, stakes, and family relationships
• Automated reconciliation and audit trail for all portfolio actions
• Pre-trade, post-trade, and post-booking compliance engine
• Order management with real-time execution monitoring
• Fee management tools within Wealth Discovery
• API access for custom integration and workflow extension
• Middle- and back-office outsourcing services
• Dynamic analytics and data visualization via Analytics Studio

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Advisors / Wealth Advisors (RIA).

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