etops Advisory Hub - 2026 Pricing, Features, Reviews & Alternatives

etops Advisory Hub is a comprehensive wealth advisory platform that helps busionesses centralize advisory processes for financial professionals. The system enables wealth management firms to deliver efficient and personalized service at scale while maintaining regulatory compliance. The platform enables teams to address the challenges of client onboarding, engagement, and mass-advisory operations in the digital-first financial services landscape, serving wealth managers, family offices, independent financial advisors, and banks by bridging traditional personal advisory services with digital wealth management solutions.

The platform features an intuitive user interface that lets stakeholders to streamline complex advisory workflows across digital, personal, and hybrid service models. Built-in regulatory compliance capabilities include automated know your customer procedures with advisor-led or video identification options, automated cost and inducement disclosures, and documentation aligned with MiFID II and German FinVermV standards. The multi-custody advisory functionality consolidates client assets from various custodians into a single view, enabling advisors to provide holistic advice based on complete portfolio data. Operational efficiency is enhanced through accelerated client onboarding processes, mass-advisory capabilities, and risk mitigation tools that allow advisors to focus on client relationships rather than administrative tasks.

etops Advisory Hub can be integrated with external systems through API-based custodian interfaces, allowing direct order processing with multiple banking institutions. The integrations optimize workflows by enabling advisors to capture and process orders while minimizing errors. The platform architecture supports hybrid advice models, combining personal relationship benefits with digital efficiency. As part of the broader etops ecosystem, the Advisory Hub connects with other etops products including portfolio management systems, analytics tools, and reporting platforms, creating a comprehensive wealth management technology stack that addresses the full spectrum of advisory needs from prospecting through ongoing client service and reporting.