etops Wealth Discovery - 2026 Pricing, Features, Reviews & Alternatives

etops Wealth Discovery is a modular, web-based platform that empowers wealth managers, family offices, and financial institutions to deliver a holistic, compliant, and data-driven client experience. It consolidates all client assets, bankable and non-bankable, into a single, interactive view, enabling real-time analytics, dynamic reporting, and proactive compliance monitoring.

The platform supports up to four levels of asset class categorization and includes private equity, real estate, and collectibles alongside traditional investments. Users can drill down into portfolios, mandates, or family structures, switch currencies on the fly, and benchmark against custom indices. Reports are fully customizable and exportable in any language, currency, or timeframe.

Wealth Discovery’s compliance center is purpose-built for regulatory oversight. It includes bandwidth monitoring, investment guideline tracking, and alerts for breaches. Recent enhancements include a dedicated compliance tab, AML transaction filtering, and the ability to postpone multiple violations simultaneously.

Client relationship management is deeply integrated. The Person Relationships Overview provides a structured view of client connections, mandates, and wealth containers. Users can export full client profiles as PDFs for meetings or audits

The platform also supports:

- Beneficial ownership transparency in wealth lists

- Drill-down views for private investments with TVPI metrics

- Global and common search across portfolios and persons

- Anonymised report exports for privacy compliance

- Audit report triggers for transaction and compliance logs

etops Wealth Discovery enables seamless integration with CRM, reporting, and portfolio management modules. It’s designed to scale your business, whether you're managing a single client or a complex multi-entity structure.