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description: Learn more about etops Wealth Discovery. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: etops Wealth Discovery Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/1075/financial-services/software) > [etops Wealth Discovery](/software/2082881/etops-wealth-discovery)

# etops Wealth Discovery

Canonical: https://www.getapp.com.au/software/2082881/etops-wealth-discovery

> etops Wealth Discovery gives wealth managers a 360-degree view of client assets, bankable and non-bankable, while embedding compliance, analytics, and reporting tools into one intuitive platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of etops Wealth Discovery

 360° wealth view: Aggregate all client assets, bankable and non-bankable, into a single, interactive dashboard. Drill down by asset class, mandate, or family structure for a complete understanding of client wealth. 
 Real-time monitoring \& alerts: Stay compliant with bandwidth alerts and investment guideline tracking. The compliance center consolidates all checks and violations in one place, with tools to postpone or resolve issues efficiently. 
 Customizable reporting: Generate reports in any language, currency, or timeframe. Export anonymized versions for privacy compliance or full PDFs for client meetings and audits. 
 Integrated client relationship management: Navigate complex client structures with the Person Relationships Overview. Link portfolios, mandates, and associated persons for a clear view of ownership and responsibilities. 
 Enhanced private market analytics: Analyse private equity and alternative investments with drill-down views and TVPI metrics. Gain deeper insights into performance and risk. 
 Global search \& navigation: Use global filters and common search across wealth and persons. Quickly locate assets, portfolios, or transactions with intuitive navigation. 
 Scalable \& secure: Built for institutions of all sizes, the platform supports multi-entity structures and complies with the highest data protection standards. 
 Seamless integration: Part of the etopsOS suite, Wealth Discovery integrates with CRM, reporting, and portfolio management tools for a unified experience.

## About the vendor

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

## Commercial Context

- **Starting Price**: CHF 1.00
- **Target Audience**: 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**: English, German
- **Available Countries**: Austria, Germany, Switzerland

## Features

- Activity Dashboard
- Benchmarking
- CRM
- Client Management
- Compliance Management
- Compliance Tracking
- Data Visualization
- Document Management
- Financial Analysis
- Financial Management
- For Financial Institutions
- For Investment Advisors
- Fund Management
- Investments Tracking
- Performance Management
- Performance Metrics
- Portfolio Management
- Reporting/Analytics
- Risk Management
- Visual Analytics

## Support Options

- FAQs/Forum

## Category

- [Financial Services Software](https://www.getapp.com.au/directory/1075/financial-services/software)

## Related Categories

- [Financial Services Software](https://www.getapp.com.au/directory/1075/financial-services/software)
- [Investment Management Software](https://www.getapp.com.au/directory/17/investment-portfolio-management/software)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2082881/etops-wealth-discovery)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/etops-wealth-discovery/> |
| en-AE | <https://www.getapp.ae/software/2082881/etops-wealth-discovery> |
| en-AU | <https://www.getapp.com.au/software/2082881/etops-wealth-discovery> |
| en-CA | <https://www.getapp.ca/software/2082881/etops-wealth-discovery> |
| en-GB | <https://www.getapp.co.uk/software/2082881/etops-wealth-discovery> |
| en-IE | <https://www.getapp.ie/software/2082881/etops-wealth-discovery> |
| en-NZ | <https://www.getapp.co.nz/software/2082881/etops-wealth-discovery> |
| en-SG | <https://www.getapp.sg/software/2082881/etops-wealth-discovery> |
| en-ZA | <https://www.getapp.za.com/software/2082881/etops-wealth-discovery> |

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