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etops Portfolio Manager

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Unified portfolio oversight with real-time analytics

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About etops Portfolio Manager

etops Portfolio Manager is a platform designed for wealth managers that helps manage client portfolios, monitor performance, and ensure regulatory compliance.The platform consolidates all portfolio data into a unified interface, enabling real-time oversight and decision-making.

Users can define parameters and filters to create portfolio groups, mandates, or mandate clusters tailored to their specific needs. The system supports detailed analysis by asset type, industry, issuer, country, or currency of risk. It also includes analytics for mandate, portfolio, and instrument-level insights, including look-through capabilities for fund assets such as private equity and venture capital.

Real-time portfolio status is supported through seamless integration with external data sources, ensuring up-to-date view of client holdings. The platform also includes built-in compliance features to support regulatory obligations and reduce operational risk. Integrated CRM tools allow for personalized client management, enabling wealth managers to link portfolios to individuals, track interactions, and generate tailored reports. Dashboards are fully customizable, allowing users to prioritize the data and KPIs most relevant to their role or client base.

etops Portfolio Manager ensures compatibility with other modules such as reporting, analytics, and order management. It is designed to support both liquid and illiquid asset strategies, making it suitable for a wide range of portfolio structures and investment mandates.

Key benefits of etops Portfolio Manager

•Centralized Portfolio Oversight: The tool helps manage all client portfolios and define custom portfolio groups, mandates, or clusters to match the operational structure.

•Real-Time Analytics: It offers up-to-date portfolio performance and risk metrics. Users can drill down by asset type, issuer, industry, or currency to uncover actionable insights.

•Compliance Monitoring: The tool ensures regulatory compliance with built-in tools for mandate tracking, bandwidth monitoring, and investment guideline validation.

•Fund Assets: It analyses fund assets, including private equity and venture capital, with look-through capabilities that provide deeper visibility into underlying holdings.

•Data Integration: etops Portfolio Manager connects to multiple external data sources for real-time updates and reconciliation. It lets businesses maintain data accuracy across all portfolios.

•Integrated CRM Tools: It helps optimize client relationships with built-in CRM features. Users can link portfolios to individuals, track interactions, and generate personalized reports.

•Customizable Dashboards: Users can tailor their workspace to highlight the KPIs and data views.