Emotomy

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Technology Providers (Digital Advisors / Robo)”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”10702″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]Emotomy® is a plug & play online wealth management platform that enables independent RIAs to manage, market, and report on their strategies while achieving operational efficiencies.

Emotomy® is:

• Compatible with all asset classes

• Custodian-agnostic

• Laptop, tablet, and mobile-ready

• One-stop RIA solution to optimize business processes and costs

• Customizable and white-label interface to improve your online presence

Emotomy is a comprehensive wealth management platform that provides technology solutions to financial advisors and institutions.

• Portfolio construction and trading tools

• Sales, marketing, client service tools

• Paperless onboarding and account opening

• Reporting, billing and compliance tools[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_cta h2=”” shape=”square”]

Comprehensive Wealth Management Platform

Emotomy is a comprehensive wealth management platform that provides technology solutions to financial advisors and institutions.

·Portfolio construction and trading tools

o Create or import your portfolio strategies

o View detailed performance analysis

o Research new rebalancing techniques and use overlays

o Automated trade computation in client accounts

o Straight through trade processing as an option

· Sales, marketing, client service tools

o Customizable robo-advisor with questionnaires, life and investment goals, collaborative portfolio builder for advisors and their clients,

o Automated presentations and reports with portfolio risk scoring, and stress testing

o RIA database with all U.S. RIA firms and registered persons

· Paperless onboarding and account opening

o Seamless integration with TD Ameritrade Institutional

o Automated delivery of disclosures documents

o Proprietary electronic signature onboarding handles all RIA documents

· Reporting, billing and compliance tools

o View your users and their portfolios on Emotomy to monitor performance

o Analyze your book of business

o Monitor procedural compliance by your financial advisors

o Create on-demand billing reports

o Receive automated alerts and reports on your strategies

Overview video available here: https://www.youtube.com/watch? v=CRc7p41csyo&feature=youtu.be[/vc_cta][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Patrick Beaudan, PhD
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