---
description: Get detailed information about etops Wealth Discovery and how it can help you meet your business needs. Learn more about etops Wealth Discovery price, benefits, and disadvantages for businesses in Singapore.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: etops Wealth Discovery Pricing, Cost & Reviews - Capterra Singapore 2026
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/31123/financial-services/software) > [etops Wealth Discovery](/software/1077611/etops-Wealth-Discovery)

# etops Wealth Discovery

Canonical: https://www.capterra.com.sg/software/1077611/etops-Wealth-Discovery

> etops Wealth Discovery is portfolio management software that streamlines onboarding with financial profiling and data-driven insights.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses etops Wealth Discovery?

Europe and Global:
Wealth Managers
Family Offices
IFAs
Asset Managers
Banks

## 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

- Benchmarking
- CRM
- Client Management
- Compliance Management
- Compliance Tracking
- Financial Analysis
- Financial Management
- For Financial Institutions
- Investments Tracking
- Performance Management
- Performance Metrics
- Portfolio Management
- Reporting/Analytics
- Risk Management

## Support Options

- FAQs/Forum

## Category

- [Financial Services Software](https://www.capterra.com.sg/directory/31123/financial-services/software)

## Related Categories

- [Financial Services Software](https://www.capterra.com.sg/directory/31123/financial-services/software)
- [Investment Management Software](https://www.capterra.com.sg/directory/20010/investment-management/software)

## Alternatives

1. [PayPal](https://www.capterra.com.sg/software/179251/paypal) — 4.6/5 (26301 reviews)
2. [Acuity Scheduling](https://www.capterra.com.sg/software/128285/acuity-scheduling) — 4.8/5 (5741 reviews)
3. [Google Pay](https://www.capterra.com.sg/software/212826/google-pay) — 4.6/5 (909 reviews)
4. [Sage Intacct](https://www.capterra.com.sg/software/76/intacct) — 4.3/5 (608 reviews)
5. [SAP S/4HANA Cloud](https://www.capterra.com.sg/software/152293/sap-s-4hana) — 4.3/5 (355 reviews)

## Links

- [View on Capterra](https://www.capterra.com.sg/software/1077611/etops-Wealth-Discovery)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10031009/etops-Wealth-Discovery/> |
| en-AE | <https://www.capterra.ae/software/1077611/etops-Wealth-Discovery> |
| en-AU | <https://www.capterra.com.au/software/1077611/etops-Wealth-Discovery> |
| en-CA | <https://www.capterra.ca/software/1077611/etops-Wealth-Discovery> |
| en-GB | <https://www.capterra.co.uk/software/1077611/etops-Wealth-Discovery> |
| en-IE | <https://www.capterra.ie/software/1077611/etops-Wealth-Discovery> |
| en-IL | <https://www.capterra.co.il/software/1077611/etops-Wealth-Discovery> |
| en-IN | <https://www.capterra.in/software/1077611/etops-Wealth-Discovery> |
| en-NZ | <https://www.capterra.co.nz/software/1077611/etops-Wealth-Discovery> |
| en-SG | <https://www.capterra.com.sg/software/1077611/etops-Wealth-Discovery> |
| en-ZA | <https://www.capterra.co.za/software/1077611/etops-Wealth-Discovery> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra Singapore helps find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.com.sg","url":"https://www.capterra.com.sg/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.com.sg/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"etops Wealth Discovery","description":"Your new financial superpower\netops Wealth Discovery helps wealth managers serve high-net-worth clients with tools for portfolio monitoring, analytics, reporting, fee and relationship management. It uniquely supports both liquid and illiquid assets, enabling smarter decisions, better compliance, and greater efficiency. \n\nAnalytics &amp; Monitoring\nMonitor portfolios, families, or mandates with custom views. Access performance, risk, allocation, NAVs and stay aligned with investment rules.\n\nClient Management\nCentralize client data, documents, and communication. Manage KYC, AML, and PEP effortlessly.  \n\nCo-Pilot \nAutomate tasks, surface insights, and improve workflows with the etops Co-Pilot. \n\nDocument Management\nSecurely store, access, and share documents. Improve collaboration, ensure compliance, and save time by eliminating manual handling. \n\nReporting \nCreate multilingual, device-ready reports in any format to boost transparency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/b95edd7e-8184-476d-9284-5ef7335aad0e.png","url":"https://www.capterra.com.sg/software/1077611/etops-Wealth-Discovery","@type":"SoftwareApplication","@id":"https://www.capterra.com.sg/software/1077611/etops-Wealth-Discovery#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.sg/#organization"},"offers":{"price":"1","@type":"Offer","priceCurrency":"CHF"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.com.sg/software/1077611/etops-Wealth-Discovery#faqs","mainEntity":[{"name":"What Is etops Wealth Discovery?","@type":"Question","acceptedAnswer":{"text":"Your new financial superpoweretops Wealth Discovery helps wealth managers serve high-net-worth clients with tools for portfolio monitoring, analytics, reporting, fee and relationship management. It uniquely supports both liquid and illiquid assets, enabling smarter decisions, better compliance, and greater efficiency. Analytics & MonitoringMonitor portfolios, families, or mandates with custom views. Access performance, risk, allocation, NAVs and stay aligned with investment rules.Client ManagementCentralize client data, documents, and communication. Manage KYC, AML, and PEP effortlessly.Co-Pilot Automate tasks, surface insights, and improve workflows with the etops Co-Pilot. Document ManagementSecurely store, access, and share documents. Improve collaboration, ensure compliance, and save time by eliminating manual handling. Reporting Create multilingual, device-ready reports in any format to boost transparency.","@type":"Answer"}},{"name":"Who Uses etops Wealth Discovery?","@type":"Question","acceptedAnswer":{"text":"Europe and Global:Wealth ManagersFamily OfficesIFAsAsset ManagersBanks","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Services Software","position":2,"item":"/directory/31123/financial-services/software","@type":"ListItem"},{"name":"etops Wealth Discovery","position":3,"item":"/software/1077611/etops-Wealth-Discovery","@type":"ListItem"}],"@id":"https://www.capterra.com.sg/software/1077611/etops-Wealth-Discovery#breadcrumblist"}]}
</script>