Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Emotomy

Emotomy is a robust open architecture platform dedicated to helping financial advisors build, manage and market their own investment strategies. Our goal is to use technology to deliver simplicity, transparency, flexibility and a high degree of customization to financial advisors and their clients.

Emotomy
  • Client Portfolio Builder
  • Portfolio Rebalancer
  • Advisor Tools
  • Investor Tools
  • Paperless Onboarding
  • Client Risk Questionnaires
  • Electronic Signatures
  • Automated Trading
  • Brokerage Account Management
  • Cash Management
  • Market Research / Commentaries
  • Billing
  • Performance Reporting
  • Market Data
  • RIA Database
  • Distributor-Branded Platforms
  • Investment Policy Statements
Emotomy

Companies that integrate with Emotomy

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

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

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Emotomy

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.