Transform your advisory
business with ETNA
at EDGE 2025
Meet us at the conference and leam more
about ETNA Acvisor: The AS-in-One Platform
for RiAs & Wealth Management Firms.
Take your weath management business
to the next level with our turnkey SaaS solution,
designed for modern firms and wealth
management companies.
about ETNA Acvisor: The AS-in-One Platform
for RiAs & Wealth Management Firms.
Take your weath management business
to the next level with our turnkey SaaS solution,
designed for modern firms and wealth
management companies.
June 10-12
2025
2025
The Boca Raton Resort
Boca Raton, FL
Boca Raton, FL
Kiosk
K129
K129
About ETNA and EDGE conference
ETNA is a US-based fintech company with 22+ years
of experience providing white-label trading and wealth
management platforms for RIAs and brokers. Our SaaS
solution streamlines onboarding. compliance,
and portfolio management. It enables fast, branded
launches and seamless integration. ETNA works with 20+
clearing firms and execution venues to support scalable
growth for financial firms.
of experience providing white-label trading and wealth
management platforms for RIAs and brokers. Our SaaS
solution streamlines onboarding. compliance,
and portfolio management. It enables fast, branded
launches and seamless integration. ETNA works with 20+
clearing firms and execution venues to support scalable
growth for financial firms.
Wealth Management EDGE is the top US event for senior
wealth professionals, bringing together 2,000+ decision-
makers and 150+ CEOs. The conference focuses
on innovation, investment strategies, and business growth. It provides insights into the latest trends in wealth management. EDGE offers opportunities
for advisors to network and learn from industry leaders.
wealth professionals, bringing together 2,000+ decision-
makers and 150+ CEOs. The conference focuses
on innovation, investment strategies, and business growth. It provides insights into the latest trends in wealth management. EDGE offers opportunities
for advisors to network and learn from industry leaders.
Why Choose ETNA Advisor?
Automate Portfolio
Management
Effortlessly rebalance portfolios, optimize asset allocation, and manage model portfolios with advanced, user- friendly tools.
Seamless Digital
Onboarding & Compliance
Streamline KYC, AML, and investor qualification with automated workflows-reduce manual errors and speed up
client onboarding.
Integrated
Client Experience
Offer branded mobile and web apps
for clients, plus powerful back office tools for advisors and firm owners.
Comprehensive
Reporting & Billing
Generate detailed performance and tax reports, automate fee billing,
and manage revenue with ease.
Multi-Custodian &
Clearing Support
Connect to multiple custodians, automate clearing and settlements,
and aggregate client accounts
for holistic oversight.
Key Features
White-label branding and customizable dashboards
Real-time compliance
monitoring and alerts
monitoring and alerts
Advanced analytics
and data aggregation
and data aggregation
Secure document management and
e-signature workflows
e-signature workflows
Automated trading and tactical asset allocation
Ready to Transform
Your Advisory?
Let's show you how ETNA can streamline operations
and enhance client service. Meet us at EDGE 2025
for a personalized demo and see the platform in
action.
Book a Meeting
and enhance client service. Meet us at EDGE 2025
for a personalized demo and see the platform in
action.
