The collaboration signifies a pivotal step towards developing the wealth management industry by integrating trendsetting software as a service products that solve everyday problems of wealth management customers.

Cham/Switzerland | May 14, 2024. The solutions globally enable market participants of wealth management, family offices, pension funds and private banking to solve complex tasks in the financial life of their customers. Etops Group provides extensive information, tools, products, and so called hyper apps via a curated ecosystem.

Under the agreement, Polixis provides datasets and solutions to empower Etops' features around KYC (Know Your Client) and AML (Anti-Money Laundering), enabling clients to enhance customer due diligence, detect suspicious activities, and achieve regulatory compliance efficiently and accurately.

Pius Stucki, CEO at Etops Group, comments. « The partnership with Polixis marks a significant milestone in our journey to deliver the leading SaaS product in the wealth management industry. By integrating Polixis' comprehensive AML data with our wealth management platform product, we are committed to offering our clients flexibility, compliance, and integrated technology. »

Etops' features around wealth analytics and portfolio management offer an end-to-end software as a service product for portfolio management and analytics, reporting, fee management and billing, and client relationship management. The collaboration with Polixis further strengthens Etops' commitment to delivering a next-generation platform that enhances the client value proposition through so called hyper apps. Etops is expanding its relevant ecosystem in a targeted manner with selected partnerships, recently for example with Yainvest. Their behavioural finance solution backed by science helps finding the best suited investment profile for wealth clients.