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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

Mainstay’s comprehensive Advisor Value Platform presents a cohesive array of marketing, sales, and customer success solutions aimed at quantifying and conveying the value of your offerings throughout the customer journey. The Marketing Value Advisor features a self-service ROI and assessment tool that seamlessly integrates with marketing automation systems and allows for a custom-branded user interface, facilitating the generation of high-quality leads through interactive calculators. The Sales Value Advisor leverages decades of expertise in value engineering by transitioning to the cloud, thereby streamlining value selling and support for global direct and channel teams through the automation of customer-specific business impact assessments. Meanwhile, the Customer Success Value Advisor enhances and automates quarterly business reviews with reports focused on value realization, effectively measuring and communicating the actual benefits to boost adoption, satisfaction, and retention. This holistic approach ensures that every phase of the customer lifecycle is supported with precise tools designed to drive measurable outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ETNA Software

Website

www.etnasoft.com

Vendor Details

Company Name

Mainstay

Founded

2001

Country

United States

Website

mainstaycompany.com/advisor-value-platform/

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

Product Features

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