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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.

Description

etops Asset Manager Pro is a powerful portfolio management platform built to support European asset managers, investment firms, and custodians in navigating complex financial operations. It delivers an end-to-end solution that integrates portfolio management, order execution, and compliance into a single streamlined system. The platform provides advanced analytics and risk management tools, enabling users to monitor performance, assess exposure, and make data-driven investment decisions. It includes automated compliance monitoring to ensure adherence to evolving European regulations, including detailed reporting requirements such as BaFin. With straight-through processing, etops Asset Manager Pro enhances operational efficiency by reducing manual intervention and improving workflow control. The system also offers seamless connectivity to capital markets, allowing for efficient trade execution with minimal latency. Its flexible architecture supports both standard and customized workflows to meet specific business needs. Automation features help reduce operational costs while improving accuracy and scalability. The platform is designed to deliver high performance in complex investment environments. It empowers financial institutions to optimize operations while maintaining regulatory compliance. Ultimately, etops Asset Manager Pro provides a reliable and efficient solution for modern asset management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Miles Software (EbixCash)

Founded

1999

Country

India

Website

www.milessoft.com/wealth-management-solution/

Vendor Details

Company Name

Etops

Country

Switzerland

Website

www.etops.com/products/etops-asset-manager-pro/

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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