WHAT WE OFFER

Customization — at Scale

With Emotomy, you get true customization. You don’t have to customize your practice for Emotomy. You can customize Emotomy for your practice.

Key Features:

White-Label Platform

Emotomy empowers you to deliver your distinct investment practice in a custom-branded fashion: with a personalized URL, custom fee schedules and disclosure documentation, and third-party distribution for broker/dealers.

Customized Model Portfolios

Easily create customized individual portfolios using your proprietary models or ours. Apply your sophisticated trading methodologies with the click of a button.

Market Your Models

Effortlessly share and market your investment model portfolios to other advisors with quick access to a database of all RIAs that is updated by direct feeds from the SEC.

 Easily create customized portfolios

Find out how to put the power of Emotomy to work for you.

Request a personalized demo to learn how you can improve your practice and spend less time on administration and compliance — and more time on enhancing the client experience.

Request a Demo