Name: ETNA Digital Advisor
Price: 500 USD
Author: ETNA Software

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Feature Management

Performance Testing

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Enterprise Search

Enterprise

Accounting

Accounting and Tax Services

Financial Risk Management

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Relocation

Resume Parsing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Migration

Cloud Storage

Component Content Management

Configuration Management

Database DevOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Performance Monitoring

Product Implementation Services

Remote Desktop

Remote Monitoring and Management

Secure Email Gateway

Server Virtualization

Test Management

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Event Management

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Takeoff and Estimating

Direct Secure Messaging

Home Health Care

Insurance Agency Management

Intelligent Document Processing

Medical Office EMR & EHR

Population Health Management

Vertical-Specific

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ETNA Digital Advisor is a comprehensive online platform designed for digital advisors, robo-advisory firms, fund managers, registered investment advisors (RIAs), and alternative investment firms. According to the vendor, this platform enables professionals in the financial advisory and investment management industry to provide digital advice, goal-based investments, and portfolio management services to their clients. ETNA Digital Advisor caters to companies of various sizes and is widely used by financial advisors, wealth managers, RIAs, robo-advisory firms, and alternative investment firms.

## Key Features

**Interactive Investor Dashboards**: Clients can access interactive graphs, charts, and reports to visualize and analyze their portfolios. They can also fund their accounts, set new investment goals, update personal information, and adjust investment models based on the digital advisor's settings.

**RIA, Advisor Portal**: The platform offers real-time monitoring of assets under management (AUM), portfolio performance, and client activity. It facilitates communication and record-keeping for clientele. Investment models can be customized, risk profiling questionnaires managed, and digital client onboarding and funding processes streamlined. Automatic reports are generated for portfolio control and market change reactions. The portal is accessible from desktops, laptops, and mobile devices.

**Digital Advisor Back Office**: ETNA Digital Advisor provides a cloud-based back office solution specifically designed for digital advisors. It includes 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, and support for multiple custodians.

**Digital Account Opening and Funding**: The platform facilitates seamless digital account opening and funding processes using secure and verified technology. It can be used as part of the platform or as a white label API connected to a custom user interface. It supports responsive UI for web and mobile applications, which is fully customizable. Clients can be digitally onboarded with ease.

**Device Neutral Web Application**: The web application allows access to the digital advisor platform from any web browser, whether on a mobile device or desktop. It utilizes HTML5 technology and responsive design for a consistent user experience across platforms and devices. Maintenance is simplified, and new functionality and releases can be delivered efficiently.

**Digital Advisor API**: ETNA Digital Advisor provides an API for developers to integrate with the platform. It offers comprehensive documentation, code examples, and a Software Development Kit (SDK) for easy implementation. Developer support is available to assist with any questions or implementation challenges.

Basic

ETNA Digital Advisor

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Overview

What is ETNA Digital Advisor?