ETNAsoft at EDGE Wealth Management Conference 2025: Meet Us at Booth K129!

ETNAsoft is excited to announce our participation at the Wealth Management EDGE Conference, taking place June 10–12, 2025, at The Boca Raton Resort in Boca Raton, FL. As one of the industry’s premier gatherings for wealth management professionals, EDGE brings together over 2,000 decision-makers—including RIAs, broker-dealers, family offices, and fintech innovators—to explore the latest trends in investment, technology, and business growth.

Why Visit ETNAsoft at EDGE?

You’ll find ETNAsoft at Booth K129, where our team will be showcasing our next-generation RIA/Investor Advisor platform. This is your opportunity to see firsthand how our technology is helping wealth management and RIA institutions modernize their client experience, streamline operations, and drive growth.

Key Benefits of the ETNA RIA/Investor Advisor Platform

• Comprehensive Digital Onboarding: Accelerate client acquisition with intuitive, compliant digital onboarding workflows.
• Integrated Portfolio Management: Manage portfolios, trading, rebalancing, and reporting from a single, unified platform.
• Client Portal & Mobile Access: Offer clients a branded, secure portal with real-time account access, document sharing, and communication tools.
• Advanced Compliance Tools: Stay ahead of regulatory requirements with built-in compliance monitoring and customizable alerts.
• Customizable Workflows: Tailor the platform to your firm’s unique processes, from account opening to ongoing client servicing.
• Seamless Custodian Integrations: Connect effortlessly to leading custodians, data aggregators, and third-party applications.
• Scalable for Growth: Whether you serve dozens or thousands of clients, ETNAsoft’s cloud-based architecture supports your expansion without compromise.

Who Should Meet with ETNAsoft?

• Registered Investment Advisors (RIAs)
• Wealth Management Firms
• Broker-Dealers seeking digital transformation
• Family Offices and Hybrid Advisors

If you’re looking to improve operational efficiency, enhance your client experience, and future-proof your technology stack, a conversation with ETNAsoft is a must at EDGE.

Book a Meeting with an ETNA Product Expert

Don’t miss your chance to see the ETNA platform in action and discuss your firm’s unique needs with our experts.
Book your meeting now: [https://www.etnasoft.com/edge2025/][2]

Join us at Booth K129 and discover how ETNAsoft empowers wealth management professionals to thrive in a rapidly evolving industry!

About the Conference:
Wealth Management EDGE is the largest gathering of senior financial advisors and decision-makers, offering actionable insights on investment strategies, technology integration, and business growth. The agenda features renowned speakers, curated networking, and hands-on sessions designed to help you accelerate your firm’s success.