Comprehensive Wealth Management Platform for Financial Advisors

Emotomy On Ipad

Built by CIOs for CIOs, Emotomy delivers streamlined institutional-quality portfolio construction, marketing, trading, and reporting tools for financial firms.

How It Works

How It Works

Technology Tool Box

Portfolio Construction
Portfolio Construction
Build and optimize your investment strategies. Research and apply your own overlays, risk management approaches using enterprise grade tools. More ...
Custom Risk Questionnaires
Custom Risk Questionnaire
Build your client risk questionnaire from our library or using your own questions and answers. Customize how your questionnaire builds client portfolios. More ...
Efficient Frontiers
White-Label Robo Advisor
Offer clients multiple ways to build, track and invest into portfolios: Risk questionnaires, personal goals, interactive risk-return optimizer and more. More ...
Product and Custodian-Agnostic
Client Profiling
Invite clients to complete personal profiles, build portfolios, compare brokerage accounts' performance to your portfolios.
Billing
Efficient Frontiers
Emotomy automatically builds your firm's efficient frontier using your proprietary portfolios and your clients' portfolios.
Paperless Onboarding
Paperless Onboarding
Let clients open accounts online or sign-off on updated agreements and disclosures using electronic signatures. More ...
Automated Trading and Rebalancing
Automated Trading
Emotomy can compute all trades daily in your client brokerage accounts. Trades can be submitted for execution by Emotomy or your team. More ...
Compliance Tools
RIA Database
Seamlessly communicate and share your portfolios with all U.S. RIAs and advisors using Emotomy's RIA database. More ...
Performance Reports and Presentations
Reporting, Billing, Compliance
Generate on-demand performance reports, billing reports, investment policy statements, account opening packages. More ...

We Work With Everyone You Do

TD Ameritrade
Trust Company of America
Charles Schwab
RedTail Technology
Interactive Brokers

Simple And Clear
With Institutional Power Behind It

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