Powerful Technology.
Powerful Investing.

[Em] Powering Your Advantage.

Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale

A Platform Tailored to Suit You

A true open architecture solution, Emotomy offers advisors unique investment and custodial flexibility. Designed by a Chief Investment Officer, advisors can leverage the sophisticated portfolio management, risk, and trading capabilities to implement their own strategies, or access and build on its exclusive investment options.

Giving you a competitive advantage with…

An Institutional Portfolio Management Engine

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Easily build and manage client portfolios with tools typically limited to institutional money managers.

Customization — at Scale

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Showcase your unique value and your firm’s brand with our fully customizable features.

Sophisticated Risk Tools

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Ensure portfolio risk matches clients’ risk tolerance and portfolios are in compliance with your models.

True Open Architecture

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Choose from a wide selection of leading custodians and investment options.

Paperless Automation

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Simplify your life by spending less time on administration and more time on enhancing the client experience.

Outsourced Investment Management

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Create scale with professionally managed investment solutions

We work with everyone you do.

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Don't Take Our Word For It

What People Have to Say About Emotomy: