Technology Providers (Digital Advisors / Robo)
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.
• Compatible with all asset classes
• 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
Key Business Leader
Browse All Finalists
- Advisor Group
- Advisor Lab
- Anaford Attorneys
- Apex Clearing
- AssetMark, Inc.
- Athena Capital
- Beyondly, Inc.
- BMO Global Asset Management
- BNY Mellon Investment Management
- Brighthouse Financial
- Brinker Capital
- Broadridge Financial Solutions, Inc.
- Bruderman Asset Management
- CAIS Group
- Carson Group
- Cetera Financial Group
- Charles Schwab
- CIBC Atlantic Trust Private Wealth Management
- CLS Investments
- Cohen & Steers
- Columbia Threadneedle Investments
- Commonwealth Financial Network
- Day Pitney LLP
- Dynasty Financial Partners
- ECHELON Partners
- Edward Jones
- eMoney Advisor
- Envestnet | Retirement Solutions
- Envestnet | Tamarac
- Envision Financial Systems, Inc.
- Family Office Exchange
- Fidelity Investments
- Fiduciary Trust Company
- Finalytix, Inc.
- FinMason, Inc.
- First Ascent Asset Management
- First Rate
- Focus Financial Partners
- Freewheel Marketing