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etops Asset Manager Pro

The etops Asset Manager Pro provides immediate visibility into portfolios, allowing for comprehensive look-through analysis and effective risk monitoring. While...

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The etops Asset Manager Pro provides immediate visibility into portfolios, allowing for comprehensive look-through analysis and effective risk monitoring. While...

Watch Demo Get Pricing
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Product Overview

The etops Asset Manager Pro provides immediate visibility into portfolios, allowing for comprehensive look-through analysis and effective risk monitoring. While the regular updates can sometimes make management a bit challenging, this platform guarantees precise reporting and strategic oversight tailored for investment managers and custodians.

Product Details

What Is etops Asset Manager Pro?

etops Asset Manager Pro is a comprehensive cloud-based system for portfolio management, aimed at enhancing the investment processes from front to back in a cohesive digital space. This modular solution provides advanced data aggregation and real-time performance insights, allowing firms to unify complex multi-custodian data into a dependable dashboard. By automating essential functions such as compliance checks and risk analysis, it enables organizations to boost operational flexibility and concentrate on strategic growth opportunities instead of manual administrative tasks.

etops Asset Manager Pro Pricing

The estimated cost for etops Asset Manager Pro ranges between $1,000 and $4,000 per user per month, drawing from industry standards for similar analytical and portfolio management tools. This pricing range serves as a general guideline; actual expenses may differ based on the chosen modules, the volume of assets under management (AUM), and the intricacies involved in data migration or custodian integrations.

Beyond the basic subscription fees, organizations should also consider the following costs associated with etops Asset Manager Pro:

  • Implementation: $10,000–$50,000 for small to mid-sized firms; $50,000–$250,000 for larger or more complex deployments

  • Data Migration: $5,000–$25,000, depending on the volume and source systems

  • User Training And Onboarding: $2,000–$20,000

  • Integrations (APIs, SSO, Data Feeds): $5,000–$50,000, based on scope and complexity

For precise pricing tailored to your organization's requirements, it is advisable to request a customized estimate for etops Asset Manager Pro.

Disclaimer: Pricing information is derived from publicly accessible third-party sources and industry benchmarks. Actual costs may differ.

etops Asset Manager Pro Integrations

This software seamlessly integrates with various systems and platforms including:

  • Bloomberg

  • SIX

  • Refinitiv

  • FIXhub.net

Schedule a complimentary demo of etops Asset Manager Pro to discover more about its integration features.

Who Is etops Asset Manager Pro For?

The etops Asset Manager Pro software caters to financial experts seeking sophisticated solutions for portfolio and risk management. It is particularly suited for:

  • European asset managers

  • Investment managers

  • Custodians

Is etops Asset Manager Pro Right For You?

If you manage wealth or operate a family office and wish to alleviate the strain of manual data reconciliation, then etops Asset Manager Pro is an excellent choice. The software aggregates multi-custodian data into one reliable dataset while offering automated real-time risk assessments to avert expensive mandate violations.

This solution guarantees high scalability for expanding portfolios and enterprise-level security for sensitive financial information. It also maintains strategic partnerships with Yainvest, OpenWealth, Polixis, and VUV. Additionally, it features the GTRegs regulatory monitoring tool developed alongside Grant Thornton.

If you are still uncertain whether etops Asset Manager Pro suits your needs, feel free to reach out to our customer support team at info@softwareseekers.com for further assistance.

Analytics Tools & Software Features

✘ dashboard
✘ live chat
✘ reporting
✘ automation
✘ mobile app
✘ ssl security
✘ geo analytics
✘ time tracking
✔ kpi monitoring
✘ seo management
✘ budgeting tools
✘ crm integration
✘ email marketing
✘ funnel analysis
✘ lead management
✘ task management
✘ user management
✘ audit management
✘ canned responses
✘ customer support
✘ order management
✘ anomaly detection
✘ budget management
✘ cloudbased access
✘ context awareness
✘ email integration
✘ project templates
✘ refund management
✘ sales forecasting
✘ ticket management
✘ catalog management
✘ cloud based access
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualisation
✔ data visualization
✘ project scheduling
✘ reportinganalytics
✘ visual recognition
✘ ai powered insights
✘ analytics reporting
✘ automation workflow
✘ collaboration tools
✘ document management
✘ employee management
✘ omnichannel support
✘ resource allocation
✔ scheduled reporting
✘ security compliance
✘ shipping management
✘ template management
✘ gift card management
✘ mobile accessibility
✘ performance tracking
✘ sales tax management
✘ smart data discovery
✘ statistical modeling
✘ bot design deployment
✘ customer segmentation
✘ promotions management
✘ role based permission
✔ statistical modelling
✘ attendee communication
✘ credit card processing
✘ customizable templates
✘ multi language support
✘ opportunity management
✘ potentially applicable
✘ text analysis software
✘ user activity tracking
✘ analytics and reporting
✘ customer servicesupport
✔ customizable dashboards
✘ file sharing management
✘ non destructive editing
✘ predictive capabilities
✘ registration management
✘ reporting and analytics
✘ self service dashboards
✘ task project management
✘ analytics tools software
✘ deal pipeline management
✘ geospatial visualization
✘ insight engines software
✘ media library management
✘ multi channel management
✘ multi channel publishing
✘ sales analytics software
✘ social media integration
✘ time series intelligence
✘ bot design and deployment
✘ natural language dialogue
✘ rolebased access controls
✘ sales pipeline management
✘ enterprise search software
✘ role based access controls
✔ data analysis and reporting
✘ incident and issue tracking
✘ retail inventory management
✘ data virtualization software
✘ integration with other tools
✘ multi track or layer support
✘ text to speech speech to text
✘ visitor behavior intelligence
✘ business intelligence software
✔ data collection and management
✘ policy and document management
✘ regulatory compliance tracking
✘ risk assessment and mitigation
✘ customer communication tracking
✘ data integration and management
✘ multiple data source aggregation
✘ text to speech and speech to text
✘ third partyvendor risk management
✔ advanced analytics and forecasting
✘ esg metrics tracking and reporting
✘ machine learning and ai integration
✘ customer relationship management crm
✘ defect detection using image analysis
✘ entity extraction with text analytics
✘ analytics software platforms and tools
✘ predictive analytics tools and software
✘ revenue operations intelligence software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ compliance framework builder and checklist tools
✘ regulatory change monitoring and impact analysis
✘ carbon emissions data capture and calculation tools
✘ transaction monitoring and suspicious activity detection

Pros

  • ✔ Real-time and historical portfolio performance views
  • ✔ Centralized order management with FIX connectivity
  • ✔ Look-through analyses enhance portfolio transparency insights

Cons

  • ✘ Software interface may seem dated sometimes
  • ✘ Documentation gaps may hinder certain user workflows

Price

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

No, etops Asset Manager Pro does not currently offer a mobile app.

Yes, etops Asset Manager Pro offers an API.

etops Asset Manager Pro offers a subscription ranging from $1,000 to $4,000/user/month, with additional costs for implementation, data migration, training, and integrations. Get in touch for a personalized etops Asset Manager Pro price estimate.

The software is available in English and German.

etops Asset Manager Pro features are typically used by European asset managers, investment managers, and custodians seeking advanced portfolio, risk, and compliance management.

The software integrates with Bloomberg, SIX, Refinitiv, and FIXhub.net. Book a free demo to explore full integration capabilities.

etops Asset Manager Pro offers support via contact form.