Go paperless! Digitalize your paperwork to improve efficiency, increase document security and compliance and potentially reduce operational costs associated with storage costs and printing.
Open accounts easily and quickly directly with custodians with e-signatures and paperless onboarding.
You’ll have peace of mind and save time with automated disclosure and time-stamped confirmation for each completed risk questionnaire and resulting portfolio.
Connect with clients and prospects wherever they are, with text and email features to deliver invitations, links to proposals, risk questionnaires, etc., with automated messaging.
Changes in account paperwork are painless with Emotomy. You have the option of sending paperwork updates to all, some, or just one of your clients — with the click of a button.
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