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.

 You have the freedom of choice, with access to leading custodians and publicly listed securities

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