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Overview
Etops is a CRM-enabled wealth management platform built to manage client relationships, compliance data, and reporting workflows. While CRM-specific features are limited, its advanced analytics and regulatory support stand out. Still, firms benefit from centralized client data and detailed reporting suited to regulated environments.
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Starting Price
$12,000 - $25,000
/year
Etops Specifications
CRM For Wealth Management
CRM For Financial Services
Financial CRM Software
Investment Advisor CRM
What Is Etops?
Etops is a customer relationship management (CRM) enabled wealth management platform designed for financial institutions, asset managers, and family offices. It helps firms maintain detailed client profiles, track relationships, and support regulatory classification processes.
Key capabilities include centralized client data management, automated compliance workflows, and configurable reporting tools that address complex documentation and oversight requirements common in regulated financial environments.
Etops Pricing
Etops pricing is estimated to start between $12,000 and $25,000/year, based on industry benchmarks for cloud-based wealth management CRM and analytics platforms designed for mid-market enterprise financial services organizations.
The pricing range below is intended for general estimation purposes, as actual Etops cost may vary depending on firm size, selected modules, data complexity, and regulatory requirements.
- Implementation And Configuration: $5,000–$30,000 (one-time) – Initial system setup, client data structuring, compliance classification configuration (KYC/AML), workflow alignment, and administrator onboarding tailored to wealth management operations
- CRM And Client Relationship Modules: $4,000–$12,000/year – Core client profile management, relationship tracking, segmentation, and sales intelligence capabilities used by advisory and asset management teams
- Analytics and reporting modules: $6,000–$18,000/year – Advanced dashboards, portfolio monitoring, performance analytics, and configurable reporting tools for internal oversight and client-facing documentation
- Compliance And Regulatory Support Features: $3,000–$10,000/year – Built-in classification frameworks for regulatory obligations such as KYC, AML, and politically exposed person monitoring, reducing reliance on external compliance tools
- Data Migration And Historical Data Import: $3,000–$15,000 (one-time) – Transfer of legacy client records, portfolio histories, and structured financial data from existing systems
Users typically view Etops as a premium, finance-focused CRM investment, particularly suitable for organizations that require integrated analytics, compliance readiness, and structured client oversight rather than a generic sales-driven CRM. Request a custom Etops cost quote for your business.
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
Etops Integrations
The vendor has not listed any available third-party integrations for this software.
Who Is Etops For?
Etops is ideal for a wide range of industries and sectors, including:
- Wealth management firms
- Asset management firms
- Banks
- Family offices
- Financial advisory firms
Is Etops Right For You?
Etops may be a strong fit for organizations that need CRM functionality embedded within a broader wealth management and compliance framework. Its strengths lie in analytics, regulatory classification, and reporting rather than generic sales CRM use cases. Firms operating in heavily regulated financial environments may find its structured client data and oversight capabilities particularly valuable.
Still doubtful if Etops is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Etops Features
Client information, relationship details, and classification data are stored in centralized profiles, giving teams consistent visibility into client histories and compliance attributes. This structure reduces data silos and supports accurate relationship tracking across departments handling advisory, reporting, and regulatory tasks.
Compliance-related processes such as know-your-customer, anti-money-laundering, and politically exposed person classifications are built into the platform. These workflows help firms maintain regulatory documentation without relying on separate systems or manual tracking, reducing administrative effort and oversight gaps.
Etops features configurable reporting capabilities that allow firms to generate client reports, portfolio summaries, and standardized fact sheets. These tools help teams meet client communication requirements while maintaining consistent presentation standards across regulatory and internal reporting use cases.
Dashboards provide visibility into portfolio metrics, client segments, and relationship activity. By monitoring performance indicators and exposure data in real time, teams can identify trends, manage risk oversight, and support informed client discussions without exporting data externally.
Predictive analytics and segmentation tools support sales-oriented CRM workflows by identifying high-potential clients and opportunities. These insights help relationship managers prioritize outreach and align engagement strategies with client behavior and portfolio characteristics.
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