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What is i3DIY?

Simplifying the Rebalancing Process Crafting an asset allocation strategy for an investment portfolio may seem simple, but sticking to that plan can often be quite difficult. Fortunately, the i3DIY platform streamlines portfolio management and rebalancing significantly. By setting up an i3DIY account, investors can consolidate multiple investment accounts within the system and align them with personalized portfolio strategies that include specific asset allocations. Each portfolio plan is uniquely named, providing the flexibility to adapt them as needed based on changing circumstances. Users have the option to build their own portfolios or choose from a variety of pre-existing selections available on the platform. This feature enables effortless tracking of your investment objectives throughout the year and into the future. Moreover, i3DIY offers an essential function that sends email alerts whenever any of your accounts become unbalanced. While small shifts in the portfolio might not be noticeable, you will receive immediate notifications if the allocations stray significantly from the established limits. Consequently, this approach makes the task of rebalancing far more straightforward and manageable for investors, ultimately enhancing their overall investment experience. By utilizing these tools, investors can maintain better control and confidence in their financial strategies.

What is ETNA Trader?

ETNA Trader offers trade software designed to assist traders in expanding their operations while minimizing overhead expenses. It streamlines the trading process and boosts trading volumes effectively. This platform operates on a white-label basis with a pay-per-use model, enabling you to launch a digital advisory service within days. All technical aspects of a contemporary robo-advisor will be managed for you, ensuring a hassle-free experience. Features such as Client Dashboards, Portfolio Rebalancing, and Order Management Systems (OMS) are readily available. Additionally, the white-label online trading simulator serves as an outstanding educational resource for aspiring traders. It allows for the customization of trading regulations, management of student access, and tracking of their progress through a back-office portal. ETNA Trader acts as a comprehensive solution for brokerages focusing on self-directed investors and also supports commission-free trading options. Packaged conveniently as a platform-as-a-service, ETNA Trader alleviates the need for expensive IT teams and infrastructure, empowering brokerages to concentrate on growth and client engagement. Ultimately, this innovative platform not only enhances operational efficiency but also fosters a new generation of traders.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Ownla

Date Founded

2018

Company Location

United States

Company Website

www.i3diyinvestor.com

Company Facts

Organization Name

ETNA Software

Company Website

www.etnasoft.com

Categories and Features

Investment Management

Not specified

Categories and Features

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Risk Management

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