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ETNA Digital Advisor

Name: ETNA Digital Advisor
Rating: 4.5 (2 reviews)

By ETNA Software

1149 Interested

Highlights : About ETNA Digital Advisor

Modeling & Simulation

Portfolio Rebalancing

Wash Sale Detection

About ETNA Digital Advisor

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.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Alerts/Notifications

Bonds / Stocks

Compliance Reporting

Fee Management

Fund Management

Investments Tracking

Modeling & Simulation

Portfolio Rebalancing

Risk Management

Wash Sale Detection

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