Releases Archives • Page 2 of 4 • ETNA

Introducing Mediant Electronic Documents

Take a step towards operational efficiency, data security, and environmental responsibility by adopting electronic account statements, trade confirmations, and tax lots. We collaborated with Mediant to provide a solution for managing documents digitally, ensuring a smooth and secure transition to a paperless future, that comes with a list of benefits: Accessibility: Electronic documents can…

Effortlessly Generate 606 Reports From Multiple Execution Venues

Are you a broker dealing with multiple execution venues? If so, this post for you. For those working with a single venue, you might find this information valuable for future reference. As a broker, you’re required to submit Rule 606 reports to the SEC quarterly. While each execution venue provides its own report, the…

Introducing DASH Execution Venue

DASH execution venue has become our certified partner, offering brokers and traders more flexibility in equity and option trading. The Benefits of DASH’s Integration Asset Classes: DASH allows the trading of both equities and options, serving diverse investment preferences and enabling a broader range of trading strategies. Order Types: With DASH, every order type…

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…

Introducing ETNA’s Staging Blotter: Optimizing Order Execution

ETNA is proud to unveil its latest innovation, the Staging Blotter, designed to enhance the efficiency of order execution by breaking down substantial orders into smaller, more manageable components before they hit the market. How does it operate? Directly routing sizable orders to the market can have an effect on the market, leading to…

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.

ETNA Trader Supports ACATS

Automated Customer Account Transfer Service

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…

ETNA 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…

Introducing 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…

Introducing 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…