WHAT WE OFFER
True Open Architecture
You have the freedom to choose from a wide selection of leading custodians and investment options.
Key Features:
Custodial Integrations
Work with your custodian of choice with seamless integration for trading and account management with TD Ameritrade, E*Trade, Interactive Brokers, Schwab, and Pershing.
Investment Choice
Build portfolios that meet your clients’ unique financial needs with access to publicly listed stocks, ETFs, and mutual funds, as well as a suite of pre-built investment solutions.
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