06.02.2024
Take a step towards operational efficiency, data security, and environmental responsibility by adopting electronic account statements, trade confirmations, and tax lots.
We collaborated with Mediant to provide a solution for managing documents digitally, ensuring a smooth and secure transition to a paperless future, that comes with a list of benefits:
ETNA’s electronic documentation system is readily available for immediate use. However, your clients are required to choose the electronic documents option in paperless settings.
Demo RIA Software
Manage portfolios with advanced rebalancing and real-time insights.
Access customizable client reports and streamlined compliance tools.
Designed for advisors seeking efficient client and portfolio management.
Demo Advanced Trading Platform
Test multi-asset strategies with real-time and historical data.
Analyze market depth, execute complex options, and algorithmic orders.
Ideal for refining strategies and risk management before live trading.
Demo Paper Trading Platform
Practice trading with virtual funds in real market conditions.
Simulate cash, margin, and day-trader accounts to gain experience.
Perfect for honing skills in a risk-free, customizable environment.