WHAT WE OFFER

Institutional Portfolio Management Engine

From portfolio management, including customization, optimization and rebalancing, to data analytics and visualization, Emotomy gives you access to wealth management tools typically available only to institutional money managers.

Plus, you and your clients have access to the investment and asset allocation expertise of Northern Trust Asset Management through our pre-built portfolio options.

Key Features:

Portfolio Construction Tool

Manage your custom strategies, create solutions from a suite of pre-built portfolios, or overlay your strategies on our portfolio solutions — all on a single platform.

Portfolio Analyzer & Optimizer

With the click of a button, optimize a portfolio using a robust analyzer to improve portfolio efficiency.

You can also demonstrate your value by using our data visualization capabilities to compare your strategies to a benchmark or any listed security.

Portfolio Rebalancing

Rebalance your portfolios using traditional methods like time and target weights — or leverage our proprietary algorithms to rebalance based on quantitative factors such as volatility, momentum, Sharpe ratio, and more.

 A wealth management tool that allows you to create, analyze and rebalance 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