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

Simple And Clear
With Institutional Power Behind It

In The News

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