# etops Wealth Discovery Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about etops Wealth Discovery Software - reviews, pricing plans, popular comparisons to other Financial Services products and more.

Source: https://www.capterra.com/p/10031009/etops-Wealth-Discovery

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 etops Wealth Discovery 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)[Features](#features)[Pricing](#pricing)[Support](#support)

etops Wealth Discovery

## What is etops Wealth Discovery?

Your new financial superpower etops 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 & Monitoring Monitor portfolios, families, or mandates with custom views. Access performance, risk, allocation, NAVs and stay aligned with investment rules. Client Management Centralize 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 Management Securely 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.

## What is etops Wealth Discovery used for?

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

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

CHF1

Per User, Per Month

Free trial  
not available

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## Features

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

Activity Dashboard

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

Benchmarking

Compare key metrics for the business against prominent players in the industry

Client Management

Manage contact details and communication with clients

Compliance Management

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

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

etops Wealth Discovery 20 features

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

Compare key metrics for the business against prominent players in the industry

Manage contact details and communication with clients

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

Track and report regulatory data to either internal management or external stakeholders

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

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

Plan, manage, and track the financial activities of an individual or organization

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Used by financial advisors and money managers

Manage allocation and performance of financial assets

Monitor capital allocation and asset prices over time

Organize and manage the accomplishments and development of employees or performance of applications or systems

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

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

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

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## Pricing

By Usage and Seats

CHF1.00

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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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