ETNA Digital Advisor

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.