---
description: Learn more about etops Portfolio Manager price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: etops Portfolio Manager Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [etops Portfolio Manager](/software/1077615/etops-Portfolio-Manager)

# etops Portfolio Manager

Canonical: https://www.capterra.co.za/software/1077615/etops-Portfolio-Manager

> etops Portfolio Manager simplifies investment oversight with customizable dashboards and advanced analytics tools.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses etops Portfolio Manager?

Wealth Managers
Family Offices

## About the vendor

- **Company**: Etops Group
- **Founded**: 2010

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, German
- **Available Countries**: Austria, Germany, Switzerland

## Features

- Client Management
- Compliance Tracking
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Risk Management

## Support Options

- FAQs/Forum

## Category

- [Investment Management Software](https://www.capterra.co.za/directory/20010/investment-management/software)

## Alternatives

1. [Backstop](https://www.capterra.co.za/software/169054/backstop) — 4.3/5 (46 reviews)
2. [Morningstar Direct](https://www.capterra.co.za/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
3. [Agicap](https://www.capterra.co.za/software/196637/agicap) — 4.3/5 (161 reviews)
4. [Mint](https://www.capterra.co.za/software/213530/mint) — 4.5/5 (140 reviews)
5. [Creatio CRM](https://www.capterra.co.za/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)

## Links

- [View on Capterra](https://www.capterra.co.za/software/1077615/etops-Portfolio-Manager)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10031013/etops-Portfolio-Manager/> |
| en-AE | <https://www.capterra.ae/software/1077615/etops-Portfolio-Manager> |
| en-AU | <https://www.capterra.com.au/software/1077615/etops-Portfolio-Manager> |
| en-CA | <https://www.capterra.ca/software/1077615/etops-Portfolio-Manager> |
| en-GB | <https://www.capterra.co.uk/software/1077615/etops-Portfolio-Manager> |
| en-IE | <https://www.capterra.ie/software/1077615/etops-Portfolio-Manager> |
| en-IL | <https://www.capterra.co.il/software/1077615/etops-Portfolio-Manager> |
| en-IN | <https://www.capterra.in/software/1077615/etops-Portfolio-Manager> |
| en-NZ | <https://www.capterra.co.nz/software/1077615/etops-Portfolio-Manager> |
| en-SG | <https://www.capterra.com.sg/software/1077615/etops-Portfolio-Manager> |
| en-ZA | <https://www.capterra.co.za/software/1077615/etops-Portfolio-Manager> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra South Africa helps find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.za","url":"https://www.capterra.co.za/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.za/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"etops Portfolio Manager","description":"etops Portfolio Manager is a portfolio management software that centralizes client asset oversight through a single integrated platform. The system features customizable dashboards allowing wealth professionals to personalize their workspace according to specific requirements. It integrates data from multiple sources to provide comprehensive views of client holdings, including both liquid and illiquid investments. The platform offers advanced analytics capabilities with mandate, portfolio, and instrument analysis across asset classifications, industries, and currencies. Users can monitor portfolio status in near real-time and access transparent securities composition through look-through functionality for fund assets. The software includes built-in regulatory compliance features that adapt to industry requirements. Additional capabilities include portfolio grouping, consolidation tools, and strategy management for complex portfolios containing alternative investments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/06835962-209f-4177-b04d-9b9d8be8b1c3.png","url":"https://www.capterra.co.za/software/1077615/etops-Portfolio-Manager","@id":"https://www.capterra.co.za/software/1077615/etops-Portfolio-Manager#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.za/#organization"},"applicationCategory":"BusinessApplication","operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.za/software/1077615/etops-Portfolio-Manager#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is etops Portfolio Manager?","@type":"Question","acceptedAnswer":{"text":"etops Portfolio Manager is a portfolio management software that centralizes client asset oversight through a single integrated platform. The system features customizable dashboards allowing wealth professionals to personalize their workspace according to specific requirements. It integrates data from multiple sources to provide comprehensive views of client holdings, including both liquid and illiquid investments. The platform offers advanced analytics capabilities with mandate, portfolio, and instrument analysis across asset classifications, industries, and currencies. Users can monitor portfolio status in near real-time and access transparent securities composition through look-through functionality for fund assets. The software includes built-in regulatory compliance features that adapt to industry requirements. Additional capabilities include portfolio grouping, consolidation tools, and strategy management for complex portfolios containing alternative investments.","@type":"Answer"}},{"name":"Who Uses etops Portfolio Manager?","@type":"Question","acceptedAnswer":{"text":"Wealth ManagersFamily Offices","@type":"Answer"}}]},{"@id":"https://www.capterra.co.za/software/1077615/etops-Portfolio-Manager#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"etops Portfolio Manager","position":3,"item":"/software/1077615/etops-Portfolio-Manager","@type":"ListItem"}]}]}
</script>