Emotomy is an institutional wealth management technology solution that lets financial advisors easily personalize and brand their advice — at scale.
See It In Action
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.
Easily build and manage client portfolios with tools typically limited to institutional money managers.
Showcase your unique value and your firm’s brand with our fully customizable features.
Ensure portfolio risk matches clients’ risk tolerance and portfolios are in compliance with your models.
Simplify your life by spending less time on administration and more time on enhancing the client experience.
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This app uses a machine-learning algorithm to create an early warning system that can help advisors and their clients address issues early on, leading to better relationships, more loyal customers, and potentially better outcomes.
Although Emotomy can be configured for what it calls a “pure robo” experience, the difference between robo-advisors and Emotomy lies in the wealth of custom features and interaction tools available between investor and financial representatives. The platform includes tons of rebalancing tools, automatic volatility minimization tools, stop losses, trading stop losses, and overlays, demographic profilers, questionnaires, and customizable workflows that can be deployed towards specific investors to walk them through the platform in pre-determined ways.
