# etops Advisory Hub Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/10031018/etops-Advisory-Hub

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# 

 etops Advisory Hub Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on November 13, 2025

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 Advisory Hub

## What is etops Advisory Hub?

Bespoke Client Solutions With etops Advisory Hub, deliver efficient, personalized wealth management at scale. Accelerate onboarding, enable mass-advisory, and ensure compliance and risk mitigation on a digital-first platform. Exceptional User Experience & Built-In Compliance Offer seamless advisory workflows across digital, personal, and hybrid models with built-in compliance. Integrate KYC (advisor-led or video), automated cost and inducement disclosures, and documentation aligned with MiFID II and FinVermV. Engage clients efficiently while meeting all regulatory standards. Operational Efficiency & Multi-Custody Advisory Use API-based custodian interfaces for direct order processing and asset consolidation across banks. Reduce manual work, minimize errors, and access full portfolio data for detailed analysis and holistic advice.

## What is etops Advisory Hub used for?

[Financial Services](https://www.capterra.com/financial-services-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

€1

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.

API

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

Audit Trail

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

Compliance Management

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

CRM

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

Customer Engagement

Initiate interactions with customers by proactively starting conversations or providing informational content

Financial Analysis

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

etops Advisory Hub 10 features

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.

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

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

Initiate interactions with customers by proactively starting conversations or providing informational content

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.

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

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

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## Pricing

Usage and Seats

€1.00

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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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