Launch Your White-Label
Roboadvisor Platform
institutional-grade technology that deploys in weeks, not years.
The $69.32 Billion
Roboadvisor Revolution
- Regulatory compliance automation
- Digital transformation demand
- Cost efficiency requirements
- Millennial/Gen Z wealth accumulation
Market Growth
Critical Needs
of Modern Roboadvisor Platforms
Complete White-Label
Roboadvisor Platform
Full customization with your
branding, workflows, and client
experience
- Custom branding
- Domain hosting
- Configurable workflows
- Role-specific interfaces
- API customization
Launch your unique roboadvisor
brand with complete market
differentiation
Comprehensive API suite enabling seamless third-party
integrations
- 200+ API endpoints
- Real-time data feeds
- Custodian connectivity
- CRM integration
- Marketing automation
Connect your entire business ecosystem for maximum operational efficiency
Advanced portfolio management with intelligent rebalancing and optimization
- Model portfolio builder
- Automated rebalancing
- Tax-loss harvesting
- Performance analytics
- Risk monitoring
Deliver institutional-quality
investment management
at consumer scale
Comprehensive performance tracking and client reporting capabilities
- Performance dashboards
- Custom reporting
- Benchmark comparisons
- Client analytics
- Business intelligence
Provide transparency and insights that drive client satisfaction and retention
Sophisticated tax-loss harvesting and optimization algorithms
- Tax-loss harvesting
- Tax-efficient rebalancing
- Gain/loss optimization
- Tax reporting automation
- After-tax analytics
Maximize client after-tax returns while minimizing tax burden complexity
Support for all major asset classes and investment strategies
- Equities and bonds
- ETFs and mutual funds
- Alternative investments
- Options strategies
- Сrypto integration
Offer diverse investment strategies to meet every client need and preference
Streamlined onboarding with full compliance automation and optimization
- KYC/AML automation
- Risk profiling
- Document management
- Account opening
- Compliance checks
Convert prospects to clients
faster with seamless digital
workflows
Built-in compliance
monitoring with real-time
alerts and reporting
- Regulatory monitoring
- Audit trail management
- Compliance alerts
- Automated reporting
- Documentation
Reduce compliance risk and operational overhead with automated oversight
Why ETNA Outperforms
Consumer Roboadvisors
| Feature | ETNA | Betterment | Wealthfront | SigFig |
| White-Label Solution | Complete customization with full brand control | No – Consumer platform only | No – Consumer platform only | Limited white-label capabilities |
| Management Fees | Flexible custom pricing models | Fixed 0.25% – 0.65% annual fees | Fixed 0.25% annual fee | 0% first $10K then 0.25% |
| API Integration | 200+ API endpoints with full documentation | Limited API access for select partners | No public API access | Basic API with limitations |
| Deployment Timeline | 8 weeks average deployment | N/A – Consumer only | N/A – Consumer only | 6+ months integration |
| Customization Depth | Unlimited customization across UI & workflows | Zero customization | Zero customization | Minor branding changes only |
| Schedule Demo |
Launch Your Roboadvisor
in 8 Weeks
- Requirements gathering and analysis
- Platform configuration and setup
- Integration planning and architecture
- Project team coordination and kickoff
- Technical requirements document
- Integration architecture plan
- Project timeline and milestones
- Dedicated support team assignment
- White-label implementation and branding
- UI/UX customization and theming
- Workflow configuration and optimization
- Custom feature development if needed
- Branded platform interface
- Custom workflows and processes
- Configured user roles and permissions
- Initial testing environment
- Third-party system integrations
- API connections and data flows
- Comprehensive quality assurance testing
- Performance optimization and tuning
- Live integrations with custodians
- Tested API connections
- Performance benchmarks
- Security validation
- Comprehensive staff training programs
- User acceptance testing and feedback
- Production environment deployment
- Go-live support and monitoring
- Trained operational team
- Live production platform
- Ongoing support structure
- Success metrics and KPIs
Ready to Launch Your Roboadvisor Platform?
Join the leading firms leveraging ETNA’s complete white-label roboadvisor platform to capture the $69.32 billion market opportunity.
- Personalized consultation
- Live platform demonstration
- Custom implementation roadmap
