Automate Broker Fee Management with ETNA’s Fees & Credits

Manual fee application can be tiring and error-prone. With ETNA’s Fees & Credits, you can make it a breeze: simply create a schedule, and the platform will automatically apply fees to your clients’ trading accounts.

With ETNA’s Fees & Credits You Can

• Create Flexible Fee Structures: Customize fee plans for different account types, tailoring your approach to specific account characteristics.
• Offer Event-Based Promotions: Initiate promotional campaigns with account credits for specific actions or events, automating the distribution of promotional credits to eligible clients.
• Implement Event-Based Penalties: Set up automated penalty rules for specific account actions, ensuring clients are charged according to predefined criteria.
• Charge One-time Fees: Easily apply one-time fees, such as those for personalized risk assessments, with a simple fee request.
• Apply One-time Credits: Credit clients for specific events, like transferring their account from another broker.

How Does it Work?

Picture this: you provide outstanding analytical services to your clients, but it’s not free. In order to use it, your clients have to pay 10 USD per month. There is a list of clients who opted in for the service. Now, you have to automatically charge them a 10 USD fee on a monthly basis.

To do that, navigate to the “Fees & Credits Rules” sub-tab within the Dashboard widget in the back office, and create a rule that schedules and applies fees to that client list.

Once the rule is triggered, the fee request appears in a dedicated widget, allowing you to audit all automatically generated fee requests.

Contact our dedicated sales team to discover how ETNA can meet your business needs and optimize operational costs.

Say goodbye to manual fee headaches and embrace the efficiency of ETNA’s Fees & Credits.