These Five Items Prove:
ETFengine is a Low Cost Alternative
That Will be Offered at a Fraction of Other Solutions!

  • 1) ETFengine is a new solution created specifically for the 'Digital Financial Advice' market.
    • ETFEngine supports wealth management products comprised of portfolio models of ETFs and mutual funds that require concepts of asset allocation and rebalance automation serviced directly through the web
    • ETFengine is a special purpose brokerage or trust system. The system includes all the necessary books and records functionality for complete investor custodial recordkeeping including taxable and tax advantaged accounts integrated into a wrap advisory program
  • 2) ETFengine has a different process concept.
    • ETFengine Removes at least three separate systems (portfolio, custody and the user Web interface ‘UI’) that have been used in the past to solve the business problem of a web-based digital ETF/mutual fund wrap advisory program and replaces them with one single system
    • ETFengine reduces the complexity of portfolio accounting and brokerage books and records by eliminating all security types except ETFs and no-load mutual funds
    • To insure industrial strength processing required by current custodians, ETFengine has the capability to use the elasticity of the cloud and also to run any traditional batch processes in parallel, such as dividends by CUSIP and even account groups in a CUSIP
    • ETFengine has only one incident of the investor’s records which eliminates reconciliation processes and costs
    • ETFengine can be delivered as three components, a front-end, middleware and custodial back-end. These three components can be used independently or in combination
    • ETFengine uses ‘omnibus’ recordkeeping and as a result does not require any legacy brokerage or trust platform investor recordkeeping support
  • 3) ETFengine has new technology
    • ETFengine uses cloud technology. It is not a legacy system running in the cloud. It is a new system making use of the most current tech concepts.
    • ETFengine has a totally different data model from a traditional brokerage system. You trade models with CUSIPS, not just CUSIPS
    • To insure industrial strength processing required by current custodians, ETF engine has the capability to use the elasticity of the cloud and also to run any traditional batch processes in parallel, such as dividends by CUSIP and even account groups in a CUSIP
  • 4) ETFengine uses new architecture
    • ETFengine is truly a open system
      • Uses APIs at a granular level not used in today’s systems
      • Designed to use other people’s software if they have a front-end, middleware or back-end product set
      • Supports multi-channel distribution from the same financial institution on the same platform
    • It has reduced software support costs by
      • Increasing software release frequency to each minute
      • Testing harness … fully integrated
  • 5) ETFengine has a team with the proper credentials
    • We have done it before and have the domain knowledge to do it again. See the section on our Team for further information