Emotomy Sponsors TD LINC 2019
Meet Us At TD LINC 2019 - San Diego Feb. 6-8
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TD LINC 2019
Altaba Inc. (AABA)
60.40
+0.53%
Apple Inc (AAPL)
165.70
+1.06%
Aston Fairpointe Mid Cap Fund (ABMIX)
36.60
0%
iShares MSCI ACWI ex US ETF (ACWX)
42.40
-0.28%
iShares Core Total Aggregate US Bond (AGG)
105.65
+0.11%
Advanced Micro Devices Inc (AMD)
19.35
+2.69%
Amazon.com Inc (AMZN)
1,539.19
+1.19%
Vanguard Total International Bond ETF (BNDX)
55.13
+0.07%
SPDR Barclays International Treasury Bond (BWX)
27.28
+0.29%
Credit Suisse Commodity Return Strategy (CRSOX)
4.66
0%
Cohen & Steers Global Realty (CSEIX)
14.10
0%
PowerShares DB Commodity Index Tracking (DBC)
15.27
0%
SPDR Dow Jones Industrial Average ETF (DIA)
238.47
+0.86%
iShares MSCI Emerging Markets Index (EEM)
39.16
+0.72%
iShares MSCI EAFE (EFA)
59.67
+0.55%
iShares MSCI EAFE Value (EFV)
45.81
-0.85%
Facebook, Inc (FB)
140.53
+0.24%
Fidelity Spartan US Bond Index (FBIDX)
11.02
0%
JPMorgan Mid Cap Value Institutional Fund (FLMVX)
34.25
0%
Fidelity Select Medical Delivery Fund Select Class (FSHCX)
95.43
0%
Fidelity Spartan US Bond Index (FSITX)
11.02
0%
First Trust Value Line Dividend Index Fund (FVD)
29.91
+0.64%
CurrencyShares Swiss Franc Trust (FXF)
94.16
+0.18%
iShares FTSE China 25 Index Fund (FXI)
40.10
0%
SPDR Gold Trust (GLD)
117.87
0%
Google Inc (GOOG)
1,023.40
+0.67%
Google Inc (GOOGL)
1,030.95
+0.51%
iShares High Yield Corporate Bond (HYG)
82.35
+0.15%
iShares Core MSCI Europe ETF (IEUR)
41.65
+0.55%
iShares S&P North Amer Natural Resources (IGE)
28.47
+0.49%
iShares Intermediate Credit Bond ETF (IGIB)
52.24
-0.27%
iShares S&P Mid Cap Value (IJJ)
141.59
+0.53%
iShares Core S&P Small-Cap ETF (IJR)
70.91
+0.76%
iShares S&P Small Cap 600 Growth (IJT)
165.15
+0.79%
iShares S&P Latin America 40 Index (ILF)
30.26
+0.56%
Ivy International Core Equity A (IVIAX)
15.32
0%
iShares Russell 2000 Value ETF (IWN)
111.39
+0.61%
iShares iBoxx $ Invest Grade Corp Bond (LQD)
112.70
+0.18%
Matthews China Fund (MCHFX)
14.56
0%
Merk Hard Currency Fund (MERKX)
9.12
0%
iShares National AMT-Free Muni Bond ETF (MUB)
108.29
+0.08%
Netflix, Inc (NFLX)
265.80
+1.13%
NVIDIA Corporation (NVDA)
145.00
+0.98%
PIMCO CommodityRealReturn Strategy Fund (PCRIX)
5.88
0%
PIMCO Emerging Markets Bonds Fund (PEBIX)
9.77
0%
Powershares Exchange Traded Fd Tr High Yield Equity Div Achievers Por (PEY)
16.41
+0.12%
iShares S&P U.S. Preferred Stock Index (PFF)
34.14
-0.64%
PIMCO Long-Term US Government (PFGCX)
5.83
0%
Principal Preferred Securities (PPSAX)
9.58
0%0%
T Rowe Price Emerging Markets Bond (PREMX)
11.08
0%
PIMCO Total Return Fund (PTTDX)
10.06
0%
PowerShares QQQ (QQQ)
158.68
+0.79%
iShares FTSE NAREIT Residential (REZ)
64.24
+0.93%
SPDR Dow Jones Global Real Estate (RWO)
45.81
+0.28%
Schwab US REIT ETF (SCHH)
39.99
+0.78%
Smallcap World Fund (SCWCX)
44.05
0%
iShares MSCI EAFE Small Cap ETF (SCZ)
52.34
-0.69%
iShares Barclays 1-3 Year Treasury Bond (SHY)
83.28
-0.13%
iShares Silver Trust (SLV)
13.77
0%
iShares MSCI Global Silver Miners (SLVP)
8.19
+0.12%
SPDR S&P 500 (SPY)
257.27
+0.74%
PIMCO 1-5 Year US TIPS Index ETF (STPZ)
50.80
-0.04%
iShares Barclays Treasury Inflation Protected Securities Bond Fund (TIP)
109.16
+0.09%
iShares 10-20 Year Treasury Bond (TLH)
130.84
+0.03%
iShares Barclays 20+ Year Treasury Bond (TLT)
119.06
-0.09%
Templeton Global Bond Fund (TPINX)
11.34
0%
T Rowe Price Real Estate Fund (TRREX)
25.56
0%
Vanguard Small-Cap Value (VBR)
118.81
+1.1%
Vanguard Short Term Corporate Bond ETF (VCSH)
77.86
+0.09%
Vanguard Dividend Growth (VDIGX)
26.43
0%
Vanguard Emerging Markets Stock Index (VEIEX)
24.17
0%0%
Vanguard Equity Income (VEIPX)
34.93
0%
Vanguard Emerging Markets Bond Investor (VEMBX)
10.14
0%0%
Vanguard FTSE All-World ex-US ETF (VEU)
46.55
+0.47%
Vanguard Explorer Inv (VEXPX)
93.59
0%
Vanguard Interm-Term Investment-Grade Inv (VFICX)
9.34
0%
Vanguard Short-Term Treasury Inv (VFISX)
10.42
0%
Vanguard Intermediate-Term Treasury Fund (VFITX)
10.82
0%
Vanguard Short-Term Investment-Grade Fund (VFSTX)
10.41
0%
Vanguard Long-Term Government Bond ETF (VGLT)
73.47
+0.14%
Vanguard Precious Metals and Mining Fund (VGPMX)
7.13
0%
Vanguard REIT Index Inv (VGSIX)
25.49
0%
Vanguard Total International Stock Index (VGTSX)
15.37
0%0%
Vanguard Dividend Appreciation (VIG)
100.00
+0.95%
Vanguard Growth Index (VIGAX)
71.94
0%
Vanguard Inflation-Protected Securities Fund (VIPSX)
12.58
0%
Vanguard Small Cap Growth Index (VISGX)
44.20
0%
Vanguard REIT Index (VNQ)
77.51
+1.11%
Vanguard S&P 500 ETF (VOO)
234.98
+0.74%
Mid Cap Equity Fund (VSNGX)
43.24
0%
Vanguard Total Stock Market (VTI)
131.24
+0.73%
Vanguard Total Stock Market Index Fund (VTSMX)
63.35
0%
Vanguard Long-Term Treasury Inv (VUSTX)
11.61
0%
Vanguard High Yield Corporate Fund (VWEHX)
5.55
0%
Vanguard Long-Term Investment-Grade Fund (VWESX)
9.54
0%
Vanguard FTSE Emerging Markets (VWO)
38.54
+0.65%
Vanguard Emerging Markets Government Bond ETF (VWOB)
74.75
+0.29%
American Funds Washington Mutual Fund (WSHFX)
42.65
0%
Health Care Select Sector SPDR (XLV)
87.85
+0.75%
YieldShares High Income ETF (YYY)
16.30
+0.25%
† Prices delayed 120 minutes. View market data

Comprehensive Wealth Management Platform for Financial Advisors

Emotomy All Devices

Built by CIOs for CIOs, Emotomy is a powerful white-label digital investment advice platform designed for financial advisors.

Technology Tool Box

Branded Platform For Your Firm
Emotomy Turbo: Your Platform Branded For Your Third-Party Distributors
Hybrid Web / Mobile
Automated Compliance Oversight
Multi-Custodian
Fully Customizable
CRM Integrations
For CIOs
and Investment
Back-Office
For
Representatives
For
Clients
Client Portfolio Builder
Portfolio Rebalancer
Advisor Tools
Investor Tools
Paperless Onboarding
Client Risk Questionnaires
Electronic Signatures
Automated Trading
Brokerage Account Management
Cash Management *
Market Research / Commentaries
Billing
Performance Reporting
Market Data
RIA Database
Distributor-Branded Platforms
Investment Policy Statements
* Currently available at some custodians only.

We Work With Everyone You Do

TD Ameritrade
TCA by E*Trade
Pershing
Charles Schwab
Interactive Brokers
DocuSign
RedTail Technology

Simple And Clear
With Institutional Power Behind It

In The News

TD Ameritrade Announces three Finalists
TD Ameritrade announces three finalists in its first fintech competition.
TD Ameritrade Institutional Names RIA Fintech Competition Finalists
Three Innovation Quest Finalists, Chosen from 135 Submissions, to Pitch Big Ideas Before 2,000 RIAs at National LINC 2019.
TD Ameritrade Institutional Holds First Fintech Competition
Finalists don't seem to mind stipulations like the right of first refusal, which one said are to be expected to come when working with a large custodian or other institution.
Automated Investing is Finally Here
Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment Institutional or Folio Institutional, or referring them out to Vanguard Personal Advisory Services.
Wealth-Management Platform For Transatlantique Private Wealth
Emotomy, the cloud-based wealth-management platform, announced today that it had signed an agreement with Transatlantique Private Wealth LLC, the US arm of a global private bank, to provide digital wealth-management capabilities to the firm's private wealth managers.
Robo-As-Software
The age of automated investing is finally here — in an unlikely package. Emotomy will do a whole lot of things you probably never wanted to do — and more of the things you DO want than the outsourced platforms that most advisors are using today.
Worrying Makes You Smarter
Embracing stress improves our ability to concentrate and make decisions. The value to advisors – and their clients – is obvious.
Emotomy: Value Delivery Chain from A to Z
Emotomy is a marketing tool for financial institution clients. It is not just a robo-advisor—it is a comprehensive interactive tool that touches each element of a wealth management business’ value delivery chain.
Emotomy appoints Arvin Babu to its advisory board
Emotomy, a white-label digital wealth-management platform for investment advisors and other financial institutions, announced today that Arvin Babu has joined its board.
Emotomy Launches 'Emotomy Turbo' For Asset Managers
Emotomy Turbo enables asset managers to create white-label digital portals for their external distribution partners.
Emotomy Integrates With Interactive Brokers
Emotomy, a digital wealth-management platform with over $1.7 billion in assets, announced its integration with Interactive Brokers, a broker-dealer for financial advisors, hedge funds and other investors worldwide.
Why Market Exposure Counts
During my career as an investor, I’ve lived through three stock-market crashes: 1987, 2001 and 2008. Many of my clients have lived through them, too. Each crash was preceded by overconfidence and followed by reluctance on the part of retail investors.
Where women advisors may finally thrive
Too often, a powerful woman finds herself the only woman in the room. Even worse, a powerful woman may be mistaken as the assistant to the men in the room.
Cater To Clients Who Care
As a longtime investment advisor, I have never walked into my office and thought, 'Finding clients is so easy.'.
Emotomy Finalist In 2017 Wealth Management Industry Awards
Emotomy, the digital wealth management platform for financial advisors and their clients, was named a finalist in the Digital Advisors category. A flexible and intuitive investment tool, Emotomy can be used like a robo-advisor; advisors and clients alike can set goals and select model portfolios or construct, back-test and compare portfolios of their own. Beneath the user interface hums a robust institutional platform that can monitor advisor activity and automate delivery of compliance disclosures and service reports.
"We are thrilled that Emotomy was recognized for its flexibility and power," said Patrick Beaudan, CEO of Emotomy and of Belvedere Advisors, a registered investment advisor based in Tiburon, California. “We are taking digital wealth advice to the next level, and it's gratifying to see our endeavor acknowledged.”
Emotomy is currently integrated with TD Ameritrade Institutional's VEO® platform as well as with Charles Schwab, TCA by E*Trade, Interactive Brokers, DocuSign and Redtail amongst others.
Emotomy Interview With Strategic Investor Radio
A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing.
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.
Financial Experts Launch Emotomy For RIAs
After 18 months in beta, Emotomy publicly announced a new robo-advisor building platform for independent RIAs.
Emotomy CEO Joins Board of NAAIM
Emotomy announced today that its CEO Patrick Beaudan has joined the board of the National Association of Active Investment Managers.
Emotomy And TCA by E*Trade
Emotomy announced today an integration with TCA by E*Trade.
Emotomy CFO In Forbes Japan