ETNA Digital Advisor and RIA Platform
White Label Digital Advisor Software
ETNA Digital Advisor is a white label online platform for digital advisors, robo-advisory firms, fund managers, RIAs and alternative investment firms. ETNA's white label digital advisor platform was created to facilitate traditional financial advisors, wealth managers and RIAs seamlessly transition to offering digital advice. Introduce goal-based investments and digital advice to your clientele with ETNA Digital Advisor. Focus on unique investing algorithms, user experience, exceptional customer service instead of developing trading infrastructure. ETNA Digital Advisor Platform enables easy online access to customer dashboards, digital user onboarding, risk profiling, portfolio rebalancing and compliance reporting. Our advanced back office portal with OMS automates execution, pre- and post-trade risk management, compliance and reporting.
Digital Advisor Video Overview
Why ETNA Digital Advisor Platform?
ETNA Digital Advisor Features
Interactive Investor Dashboards
Achieve better transparency and communication with your clients by providing an interactive visualization of their portfolio: interactive graphs, charts and reports give a full picture of the current portfolio status and previous performance of a digital advisor. Clients can fund their accounts, create new investment goals, update personal information and change investment models depending on your Digital Advisor's settings.
RIA, Advisor Portal
Monitor assets under management (AUM) in real time, portfolio performance and clients activity. Effortlessly communicate and track records for your clientele.
Use Digital Advisor to create customizable investment models, manage customer risk profiling questionnaires, settings, digital clients onboarding and funding process.
Set up and get automatic reports to have a better control of your portfolio and react faster to market changes. All of these and more from a desktop, laptop or a mobile device.
Digital Advisor Back Office
ETNA's Digital Advisor Back Office has been long used by many RIAs and Investment firms. We have enhanced our cloud back office for digital advisors with features such as:
- Automatic Portfolio Rebalancing
- Trade Allocation
- Fractional Shares
- Customizable Portfolio Rebalancing and Trade Allocation Rules
- Built-in compliance reports
- Seamless trade execution and order management
- Multiple Custodians Support
Digital Account Opening and Funding
ETNA Digital Advisor Platform features seamless digital account opening and funding using the latest technology to make sure the users data is secure and verified. Use ETNA Digital Client Onborading as a part of the platform or as a white label API connected to your custom UI. Responsive UI is supported by both web and mobile applications and 100% customizable. Onboard clients digitally within a few clicks with ETNA Digital Advisor.
Device Neutral Web Application
Access your digital advisor from anywhere in the world online. Based on HTML5 technology the responsive design of ETNA Digital Advisor runs within any web browser - mobile or desktop. Unique web application eases up the maintenance of Digital Advisor, speeds up the delivery of new functionality and releases, creates smooth and consistent user experience across all platforms and devices.
Digital Advisor API
Developer Support
Documentation
FAQ
Access to Expert Advice
Ready to find out more about ETNA Digital Advisor Platform?
Focus on Your Unique Value Proposition
Focus on enhancing your product offering, optimizing your unique algorithms or improving user experience or customer service. There are only so many ways a programmer could design a trade order management software or a broker back office. Most of the functionality is dictated by industry regulators, laws and 3rd party partners, such as execution and clearing firms. So why reinvent the wheel when you can focus on innovation instead? Too many companies fall in the trap of re-creating or custom build the software from scratch instead of realigning pre-existing solutions to propel business forward faster.
Streamline core operations by leveraging ETNA Digital Advisor Platform. Focus on what really matters - growth and time to market.
Expert Developer Advice and Support
ETNA has been building enterprise-level trading platforms for more than a decade, long before the term FinTech or WealthTech appeared. Through these years a tremendous expertise and a library of components have been accumulated. Today our clients can leverage in this legacy to get a cutting edge in a fast-paced world of digital transformation. We can build FinTech applications faster and better. In the technical realm, having a helpful expert by your side is an invaluable resource. ETNA provides strategic technical advisory along with modern trading software products. All of our APIs are documented with code examples and SDK available upon request. Our technical support team is ready to answer questions or help with implementation.
