Etops Asset Management Suite

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The Asset Management Suite is the culmination of my five-year collaboration with Etops AG. Together, we developed a seamless cross-platform ecosystem, featuring a browser-based Portfolio Management System (PMS) and an iPad app for client onboarding — both designed for asset managers. Additionally, we created a Mobile Portfolio Overview tailored for end clients, ensuring a comprehensive and user-friendly experience across all platforms.

Portfolio Management System (PMS)

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This is the core and most complex tool in the suite. It relies on several digital finance systems running in the background, while providing an intuitive, consolidated GUI on top. This ensures a clear overview of all ongoing processes and events, ultimately streamlining daily operations and enhancing asset managers' performance.

Supporting Products

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Two additional tools were introduced to the solution: an iPad app for client onboarding and a Mobile App for end clients. The iPad app allows asset managers to seamlessly present financial products to both new and existing customers while gathering essential information to initiate the client-manager relationship. The Mobile App, on the other hand, provides clients with valuable insights into the performance of their assets.

Branding

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We also seized the opportunity to refresh the brand, starting with the logo and extending to new brand guidelines.

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