# ETNA Financial Advisor Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ETNA Financial Advisor Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more. Source: https://www.capterra.com/p/196473/Digital-Advisor --- # ETNA Financial Advisor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) ETNA Financial Advisor Software ## What is ETNA Financial Advisor Software? ETNA's wealth management software for RIAs and financial advisors. Digital client onboarding, automated portfolio rebalancing, advisor dashboards, compliance automation, and 401K management. ## What is ETNA Financial Advisor Software used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ETNA Financial Advisor Software?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.etnasoft.com&name=ETNA Financial Advisor Software) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ETNA Financial Advisor Software 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.3 (43) Value For Money 0.0 (0) Value For Money 2.5 (38) Customer Service 0.0 (0) Customer Service 4.5 (38) ## ETNA Financial Advisor Software alternatives Highest Rated [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (688)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/246167/Cash-App/) [Active Trader Pro](https://www.capterra.com/p/210415/Active-Trader-Pro/) [3.2 (13)](https://www.capterra.com/p/210415/Active-Trader-Pro/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 46% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210415/Active-Trader-Pro/) [xtb](https://www.capterra.com/p/252510/xtb/) [4.1 (9)](https://www.capterra.com/p/252510/xtb/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/252510/xtb/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk For Investment Advisors Used by financial advisors and money managers Investment Management Manage and handle financial assets as well as other investments. ETNA Financial Advisor Software 15 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Used by financial advisors and money managers Manage and handle financial assets as well as other investments. Tracking and logging the performance, risks, gains and losses of investments Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Analyze potential risks across the organization Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Detect potential wash sale violations. ## Pricing ### Starting price Contact vendor for pricing Free trial available ## Integrations [ Trulioo](https://www.capterra.com/p/179120/GlobalGateway/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)