ETNA Digital Advisor
ETNA Digital Advisor revolutionizes wealth management with an intuitive SaaS platform designed for seamless automation. It empowers firms to manage portfolios, optimize asset allocations, and streamline compliance through advanced tools. Clients enjoy mobile and web access, while advisors benefit from role-specific features, ensuring effective communication and enhanced client independence in investment management.
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Top ETNA Digital Advisor Features
- Automated portfolio rebalancing
- Goal-based investment strategies
- Integrated performance tracking
- Customizable client dashboards
- Role-specific communication tools
- White-label platform options
- API integration capabilities
- Fee management automation
- Comprehensive tax reporting
- Real-time compliance monitoring
- KYC and AML automation
- Document management and sharing
- Risk tolerance assessments
- Model portfolio creation
- Client suitability evaluations
- Multi-custodian integration
- Efficient account onboarding
- Trading simulation features
- Secure audit trails
- Automated client agreements management
