HOW IT WORKS

Portfolio Construction

Build your own strategies, funds of funds, send in your trading signals, use your sub-advisor strategies, optimize automatically.  More ....

Branded Robo Advisor

Offer your clients multiple options to build automated portfolios: Your risk questionnaire,their personal goals, Portfolio Analyzer, ticker symbols.  More ....

Paperless Onboarding

Let clients open accounts online using electronic signatures for your firm and your custodian's documents.  More ....



Automated Trading

Emotomy computes trades in your client accounts daily and lets you choose whether it executes automatically or lets you review and submit trades.  More ....

Reporting, Billing, Compliance Tools

Emotomy includes a host of features to seamlessly create compliance reports, share portfolios with clients, prepare account reviews or billing reports.  More ....



TEST DRIVE A LIVE EMOTOMY ROBO

Take a tour of the robo implemented by Belvedere Advisors.

You will only see the features of Emotomy made available by that advisor and customized for its clients at the custodians of its choice.


OUR TEAM

Patrick B. Beaudan, Ph.D.

Chief Executive Officer

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Mari Kawawa

Chief Financial Officer

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IN THE NEWS

Emotomy In Forbes: Digital Wealth Management

Lured by the presence of lower commissions and the absence of sometimes awkward sales pressure, investors of all stripes appear eager to embark on relationships with robo-advisors.

Emotomy Introduces Overlay Signals

Emotomy announces the launch of new state-of-the-art "asset-class overlay algorithms", sophisticated risk management techniques.

Emotomy Partners with Mercury Capital

Mercury Capital Advisors announced that Emotomy will power AlphaOptimizer on the iFunds Private Wealth Advisor platform.