Emotomy - INSART

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Emotomy

Automation, Investment Research, Portfolio Management, Rebalancing, Trading

About
Contacts
Products / Services
Integrations
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About

Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale.

Originally founded in the SF Bay Area and designed by a chief investment officer as a solution to serve his high-net-worth clientele more efficiently, Emotomy has evolved into a solution enabling financial advisors to deliver their distinct investment solutions at scale, to all types of investors. In 2019, Emotomy was acquired by Northern Trust and operates as a wholly-owned subsidiary combining fintech entrepreneurial approach with a world-class financial institution with $1 trillion AUM.

Contacts

https://www.emotomy.com/

emotomy@ntrs.com

https://www.linkedin.com/company/emotomy/

https://twitter.com/emotomy

Products / Services

Financial advisors don’t take a one size fits all approach and neither do we. Since its inception, Emotomy’s approach to building financial technology for advisors has been to build it flexible enough to adapt to them, versus requiring advisors to change how they do business.

We offer a portfolio management engine, which is customizable at scale and truly open architecture. Sophisticated risk management tools and paperless automation simplify monitoring and administration, to enable financial advisors to spend more time on human connection with clients.

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 11

Partnership: 0

E*TRADE

Broker-Dealer Platforms, Portfolio Management, Retirement Planning, Trading

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade...

Integrations: 7

Partnership: 0

Interactive Brokers

Custodian

Interactive Brokers (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number...

Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 31

Partnership: 0