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