CAT and CAIS reporting
ETNA offers a comprehensive suite of tools for the purpose of Consolidated Audit Trail (CAT) and Customer and Account Information System (CAIS) reporting, which are fully compliant with FINRA regulations. These tools effectively address the complete range of reporting requirements for broker-dealers.
Read MoreETNA Trader Supports ACATS
It is a common request from traders to transfer assets from their accounts within other brokerage firms to the firm running the ETNA Trader platform. Now, it is possible to do so digitally with the Automated Customer Account Transfer Service (ACATS). This eliminates the need to sell stocks with the current broker and then invest…
Read MoreETNA Trader integration with Trulioo
ETNA Trader offers broker-dealers a comprehensive digital account opening solution that includes a secure method for reviewing and verifying client personal data. To expedite the KYC (Know Your Customer) verification process, we have designed our platform to allow the transfer of data from account opening questionnaires to third-party identity verification providers. We are pleased to…
Read MoreIntroducing ETNA Trader BackOffice Update
Platform updates in August: We have improved the structure of the BackOffice interface, optimized the use of RAM and made other improvements. What’s new in ETNA platform: BackOffice was entirely ported to html5 designed the interfaces for users with disabilities perfected the structure of the interface improved the security of operations and critical data…
Read MoreIntroducing ETNA Trader 2.73
ETNA Trader 2.73 introduces several highly anticipated features that streamline brokers’ workflows and enhance the security of order placement. Watch this video on YouTube Audit in the New Back Office Release 2.73 introduces the all-new BO Audit widget that enables brokers to track all of the activity occurring on the platform as part…
Read MoreBrokers prepare for the Consolidated Audit Trail (CAT)
ETNA helps brokers get ready for consolidated audit trail from converting order event data to creating and submitting the files for self-reporting brokers.
Read MoreWeb Trader Gets New Look
ETNA Trader has got a facelift. Explore new modern look of Web Trader. Trade equities and options with award-winning customizable web trading platform.
Read MoreDigital Onboarding as a key tool for business growth
The digital onboarding experiences for technology giants Slack and Netflix are impressively effortless, and with a good reason. A long time ago, both companies recognized that in getting users on to their systems quickly, and empowering them to make use of what they offered, they had a recipe for keeping users subscribed. Slack’s AI assistant,…
Read MoreClickIPO and ETNA Trader Open Access to IPOs
We are glad to announce that ETNA Trader and ClickIPO have finalized the integration of their platforms. Brokers that run on ETNA Trader white label platform can now take advantage of this integration and extend their offering by providing access to IPOs and follow-on offerings to individual investors. In a world of commission-free online trading…
Read MoreHow to grow a brokerage business with trading APIs?
A stock trading API can open up new markets for brokerages and revolutionize how digital wealth management business is done. Schedule a call to know how!
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