# Etops Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Etops Software - reviews, pricing plans, popular comparisons to other Data Analysis products and more.

Source: https://www.capterra.com/p/10020644/Etops

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# 

 Etops Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

Etops

## What is Etops?

Etops offers a comprehensive wealth management platform, integrating analytics, reporting, and client management tools. Through strategic partnerships and the hyperapp approach, it enhances AML and KYC capabilities or behavioural finance risk analysis, ensuring regulatory compliance. Its ecosystem of hyperapps facilitates the wealth discovery platform. Etops simplifies operations, consolidating diverse assets and empowering informed decision-making for financial institutions, family offices, and wealth managers.

## What is Etops used for?

[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Data Analysis](https://www.capterra.com/data-analysis-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Etops

0.0

VS.

[4.7 (129)](https://www.capterra.com/p/10002513/DataSnipper/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.7 (57)

Value For Money

0.0 (0)

Value For Money

4.6 (51)

Customer Service

0.0 (0)

Customer Service

4.6 (55)

## Etops alternatives

[4.4 (105)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/)

Starting price

$50000.00

Per User, Per Month

Highest Rated

[Bob Finance](https://www.capterra.com/p/219079/Mosaic/)

[4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/219079/Mosaic/)

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)

[4.5 (230)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/)

[Plaid](https://www.capterra.com/p/174384/Plaid/)

[4.4 (91)](https://www.capterra.com/p/174384/Plaid/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/174384/Plaid/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ad hoc Query

One-off queries made on an as-needed basis

Ad hoc Reporting

Generate one-off reports that meet information requirements

Etops 73 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

One-off queries made on an as-needed basis

Generate one-off reports that meet information requirements

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Create, manage, and send invoices or bills to customers

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Manage contact details and communication with clients

Track and manage adherence to policies for any service, product, process, or supplier

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Import, collect, and capture data from multiple sources

Connect to big data sources

Discover and connect variety of data sources to the application for analysis

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Track the management and flow of data throughout the organization

Move from one database to another, or upgrade the version of database software being used

Manage and store data in a database

Graphical representation of data

Assemble applications and processes by dragging over and arranging pre-built components

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Form predictions based on past and present data/trends

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage and handle financial assets as well as other investments.

Monitor capital allocation and asset prices over time

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Collect and maintain structured information that describes data or content

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and handle various international currencies

Manage and support multiple languages

Allows users to manage data from a number of sources

Ability to interact with the application using human languages such as English

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Estimate or forecast of a future scenario based on the study of present trends

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Access, combine, transform, and store data without the help of an IT department

Generate reports on your own without IT involvement

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Review data from past periods to reveal recurring tendencies and predict future performance

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

An extended application or connector that enables users to perform additional services with their current set of tools

Create, design and manage workflows for repetitive tasks

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## Pricing

### Starting price

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Free trial  
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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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