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ETNA Financial Advisor Software
Investment management solution for financial organizations
Table of Contents
ETNA Financial Advisor Software - 2026 Pricing, Features, Reviews & Alternatives
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ETNA Financial Advisor Software overview
What is ETNA Financial Advisor Software?
ETNA Digital Advisor is a cloud-based solution designed to help fund managers, registered investment advisors (RIA), and financial institutions of all sizes manage investments. Digital Advisor is a white-label solution, which enables organizations to personalize the application with a custom logo, colors, themes, and languages.
Digital Advisor includes an order management system (OMS), which allows managers to handle pre- and post-trade risks, compliance, and reporting across the organization. The solution offers a host of features such as automated portfolio rebalancing, trade allocation, custom rules, trade execution, custom dashboards, and more. Besides, the built-in client self-service portal lets users fund their accounts, create investment goals, update personal information, and modify investments models.
Digital Advisor enables administrators to monitor assets, portfolio performance, client activities, and communications in real-time. Plus, the system allows enterprises to gain insight into portfolio performance and investment models via interactive graphs, charts, and visual reports. It integrates with various third-party systems such as Collective2, ClickIPO, Benzinga, Amazon Web Services, and more.
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ETNA Financial Advisor Software’s user interface
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ETNA Financial Advisor Software alternatives
ETNA Financial Advisor Software
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ETNA Financial Advisor Software pricing
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ETNA Financial Advisor Software integrations (1)
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ETNA Financial Advisor Software support options
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ETNA Financial Advisor Software FAQs
ETNA Financial Advisor Software has the following pricing plans:
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)
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Q. Who are the typical users of ETNA Financial Advisor Software?
ETNA Financial Advisor Software has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Q. What languages does ETNA Financial Advisor Software support?
ETNA Financial Advisor Software supports the following languages:
English
Q. Does ETNA Financial Advisor Software support mobile devices?
ETNA Financial Advisor Software supports the following devices:
iPad, iPhone
Q. Does ETNA Financial Advisor Software offer an API?
Yes, ETNA Financial Advisor Software has an API available for use.
Q. What other apps does ETNA Financial Advisor Software integrate with?
ETNA Financial Advisor Software integrates with the following applications:
Trulioo
Q. What level of support does ETNA Financial Advisor Software offer?
ETNA Financial Advisor Software offers the following support options:
Knowledge Base, Email/Help Desk, Chat, Phone Support, FAQs/Forum