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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Trade software that helps traders grow their business and reduces operating costs. Facilitate trading and increase trading volumes. White label, pay-per-use trading platform. You can launch a digital advisor in a matter of days. We will take care of all the technical requirements of a modern robo adviser. Client Dashboards, Portfolio Rebalancing and OMS are all available to you. The white label online trading simulator is an excellent educational tool for the next generation. You can customize trading rules, manage student access, and track their progress via the back office portal. ETNA Trader is a one-stop solution for brokerages that are focused on self-directed investors. It also allows for commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure.

Description

Mainstay’s comprehensive Advisor Value Platform presents a cohesive array of marketing, sales, and customer success solutions aimed at quantifying and conveying the value of your offerings throughout the customer journey. The Marketing Value Advisor features a self-service ROI and assessment tool that seamlessly integrates with marketing automation systems and allows for a custom-branded user interface, facilitating the generation of high-quality leads through interactive calculators. The Sales Value Advisor leverages decades of expertise in value engineering by transitioning to the cloud, thereby streamlining value selling and support for global direct and channel teams through the automation of customer-specific business impact assessments. Meanwhile, the Customer Success Value Advisor enhances and automates quarterly business reviews with reports focused on value realization, effectively measuring and communicating the actual benefits to boost adoption, satisfaction, and retention. This holistic approach ensures that every phase of the customer lifecycle is supported with precise tools designed to drive measurable outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ETNA Software

Website

www.etnasoft.com

Vendor Details

Company Name

Mainstay

Founded

2001

Country

United States

Website

mainstaycompany.com/advisor-value-platform/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

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Alternatives

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