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Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
ETNA RIA Platform
White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers
Boca Raton, FL, USFounded 2002etnasoft.comNot yet confirmed by the company
What it does
ETNA Software builds white-label trading technology, and its RIA platform packages that infrastructure for registered investment advisers, dual-registered practices and wealth management firms. Broker-dealers and robo-advisor operators use the same stack to offer digital advice to their own customers.
The platform supports model portfolio creation and assignment, automated rebalancing, an order management system with pre- and post-trade checks and a custom rule engine, multi-custodian execution, fractional shares, and paperless digital onboarding. It separates RIA fiduciary and broker-dealer suitability controls for dual registrants, produces CAT and Rule 606 regulatory files, and includes iOS and Android apps for advisors and clients plus performance and risk dashboards.
ETNA Software Corp started in 2002 as a custom software developer, launched trading SaaS products in 2013, and is based in Boca Raton, Florida. Pricing is not published.
Best for
- Serves
- RIAs, Broker-dealers
Features
- Model portfolio management
- Automated rebalancing
- Order management with rule engine
- Multi-custodian trading
- Fractional share trading
- Digital account onboarding
- CAT and Rule 606 reporting
- White-label mobile apps
Pricing and deployment
- Deployment
- Cloud
Coverage from The Daily Network
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