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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Trade software that helps traders grow their business and reduces operating costs. Facilitate trading and increase trading volumes. White label, pay-per-use trading platform. You can launch a digital advisor in a matter of days. We will take care of all the technical requirements of a modern robo adviser. Client Dashboards, Portfolio Rebalancing and OMS are all available to you. The white label online trading simulator is an excellent educational tool for the next generation. You can customize trading rules, manage student access, and track their progress via the back office portal. ETNA Trader is a one-stop solution for brokerages that are focused on self-directed investors. It also allows for commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure.

Description

Experience a secure and automated Registrar file upload directly from our backend, ensuring your data is safely backed up to a secure offsite location each night and accessible from anywhere you may be. Our interface is not only user-friendly and aesthetically pleasing, but it also enhances the speed and efficiency of your tasks. We utilize automated processes capable of managing large volumes of data for thousands of advisors, allowing you to focus on what matters most while we handle the data upload seamlessly across all asset classes. You can conveniently group investors into family accounts and assign relationship managers and sub-brokers to optimize client interactions. Every client can access all necessary information effortlessly and transact within existing folios or create new ones thanks to our seamless integration with platforms like NSE N MF, BSE Star MF, and MFU. Additionally, you can schedule bulk emails, including reports as attachments, to be sent to specific groups of clients or prospects, streamlining your communication efforts. This comprehensive solution not only simplifies your workflow but also enhances your overall client management experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ETNA Software

Website

www.etnasoft.com

Vendor Details

Company Name

Excel Net Solutions

Country

India

Website

www.investwellonline.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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