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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

ETNA Software

Profile

ETNA Software delivers a next-generation, all-in-one platform purpose-built for RIAs and Wealth Management Advisors. Our unique white label solution seamlessly unifies trading, RIA, and clearing capabilities—empowering advisors to automate portfolio rebalancing, digitize onboarding, streamline compliance, and manage billing across multiple custodians from a single dashboard. ETNA’s platform supports advanced model portfolios, real-time analytics, and robust risk controls, all accessible via branded web and mobile apps. With support for 20+ clearing and execution venues, advisors can offer clients a modern, fully digital experience while reducing operational costs and going live in just two weeks. Learn more at www.etnasoft.com.