Etops Group AG vs FA Solutions

You are looking for alternatives to Etops Group AG. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Etops

Advisors

Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.

FA Solutions

Portfolio Management

FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.

Employees

100-500

Founded

2010

Locations

Cham, Switzerland
Sonneberg, Germany
Bratislava, Slovakia
Görlitz, Germany
Freiburg, Germany
Munich, Germany
Stadtbredimus, Luxembourg
Tbilisi, Georgia

Top 5 Markets

Switzerland,
Germany,
Austria,
Luxembourg,
United Kingdom,
France,
Belgium,
Netherlands

Total AUM

We do not manage AuM, but we have >USD 400bn on our platform

Ownership

Key staff also have ownership,
Owned by a larger corporation,
Owned by management

The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.

The company is led by Juha Lehtonen, Founder & CEO.

Client

Focus

Multi-family offices

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Fund managers,
Banks,
Pensions,
Endowments,
Foundations,
Funds of funds,
Software and technology providers,
Other

Product

Main Tasks

Data Aggregation,
Advisors,
Asset Managers,
Compliance,
Data,
Consolidated Reporting,
Portfolio Management,
Technology Provider,
Risk Management,
Private Bank,
Portfolio & Cost Analysis,
Trading,
CRM

Top features

Custom Reports,
Full Multi-Currency Support,
Transparency,
Proven Agility,
Custom Development Service,
Other Services,
Digital Excellence

Assets supported

Art & Collectables,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Real Estate,
Private Equity,
Alternatives,
Commodities,
Developed Markets,
Developing Markets,
Direct Private Equity,
Foreign Exchange,
Equities,
Gold & Precious Metals,
Hedge Funds,
Private Equity Funds,
Cryptocurrency,
Digital Assets & Crypto Currency,
Insurance,
Lifestyle Assets & Rare Collectables,
Fixed Income,
Private Debt,
Private Equity & Direct Investments,
Real Estate,
Residential,
Venture Capital

Whitelabel

Technology

Type Of Software

CRM systems (via API, including contact reports and relationship mapping)
Trading and rebalancing through our OMS with FIX connectivity
Market data integration LSEG, SIX and Mountain view
Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
SAAS
Serviced software