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Etops Digital for Android

By Etops AG Free

Developer's Description

All your assets. Anytime. Everywhere. With Etops you get access to all your assets on your smartphone. Review your account balances, investments and banking transactions from different custody banks. All your financial data automatically processed by our AI-based parser and reconciled against the custody bank statements. The original bank confirmations attached to all the transactions. Add your non-bankable assets such as private equity, real estates, cars or art so you can analyse your total wealth in our customized reports. Anytime, anywhere.

If you have any questions, our support team of professionals will always stand by your side.

Document management system with AI based Parser

We receive your transactions and statements from all your custodians. All documents are stored and available to you. Full audit trail. Our AI-based parser extracts the data and continuously improves the process by adapting to slight changes on data formats. Every day.

Portfolio management system and our Operations Team

Fully automated checks are set, reviewed and performed by our Operations team. Daily reconciliations against the bank statements, data quality and data integrity.

Reporting, CRM and even more

Consolidation of your portfolios, holdings and performance figures in our customized reports. Improve your user experience by dynamic dashboards, customized classifications and the additional functionalities in our desktop or mobile version of the platform. Add reminders for your tasks, maintain your client data and meeting notes in one place for a better interaction with your clients. *

Secure and easy Login using a fingerprint or FaceID

We protect our clients information with the secure sign-in every time they use the app. We store only the clients login without any further sensitive information. The only connection is to our servers located in Switzerland.

www.etops.ch/legal/privacy

* Some functionalities are currently available only on the desktop version. Our aim is to bring anything you need in regular releases in both desktop and mobile version of our application.

To set up your account, please contact our team at support@etops.ch.

More information about us on our website https://www.etops.ch.

Full Specifications

What's new in version 1.4.1

General

Release October 17, 2019
Date Added October 17, 2019
Version 1.4.1

Operating Systems

Operating Systems Android
Additional Requirements Requires Android 4.1 and up

Popularity

Total Downloads 0
Downloads Last Week 0
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