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description: Review of Etops Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Etops | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Data Analysis Software](/directory/535/data-analysis/software) > [Etops](/software/450306/Etops)

# Etops

Canonical: https://www.softwareadvice.co.uk/software/450306/Etops

> Etops is a web-based wealth management platform that offers features such as insight generation, reporting, and client management. Through partnerships and hyperapp approach, the solution manages anti-money laundering (AML) and know your customer (KYC) capabilities. It also assists with behavioral finance risk analysis and regulatory compliance management. 

Etops streamlines operations, consolidates diverse assets and optimizes decision-making for financial institutions, family offices and wealth managers.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Etops Group
- **Founded**: 2010

## Commercial Context

- **Pricing Details**: Please contact Etops Group for pricing information.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Arabic, Basque, Brazilian Portuguese, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, European Portuguese, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Icelandic, Indonesian, Irish, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Serbian, Slovak, Slovenian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more

## Features

- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Ad hoc Analysis
- Ad hoc Query
- Ad hoc Reporting
- Alerts/Notifications
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Cash Management
- Charting
- Client Management
- Compliance Management
- Consolidation/Roll-Up
- Currency Management
- Customisable Branding
- Customisable Reports

## Support Options

- Email/Help Desk
- FAQs/Forum
- Phone Support

## Category

- [Data Analysis Software](https://www.softwareadvice.co.uk/directory/535/data-analysis/software)

## Related Categories

- [Data Analysis Software](https://www.softwareadvice.co.uk/directory/535/data-analysis/software)
- [Financial Management Software](https://www.softwareadvice.co.uk/directory/3401/financial-management-system/software)
- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)
- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)

## Alternatives

1. [Bob Finance](https://www.softwareadvice.co.uk/software/191104/mosaic) — 4.8/5 (57 reviews)
2. [DataSnipper](https://www.softwareadvice.co.uk/software/383026/datasnipper) — 4.7/5 (129 reviews)
3. [Plaid](https://www.softwareadvice.co.uk/software/179020/plaid-for-lending) — 4.4/5 (95 reviews)
4. [Workday Adaptive Planning](https://www.softwareadvice.co.uk/software/439417/workday-adaptive-planning) — 4.5/5 (230 reviews)
5. [Briq](https://www.softwareadvice.co.uk/software/348763/briq) — 3.5/5 (15 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/450306/Etops)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/450306-Etops/> |
| en-AU | <https://www.softwareadvice.com.au/software/450306/Etops> |
| en-GB | <https://www.softwareadvice.co.uk/software/450306/Etops> |
| en-IE | <https://www.softwareadvice.ie/software/450306/Etops> |
| en-NZ | <https://www.softwareadvice.co.nz/software/450306/Etops> |

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