SAN FRANCISCO, Jan. 16, 2018 /PRNewswire/ — Emotomy, a digital wealth-management platform with over $1.7 billion in assets, announced its integration with Interactive Brokers, a broker-dealer for financial advisors, hedge funds and other investors worldwide. Advisors can now use Emotomy for a seamless online client onboarding experience which includes electronic signatures of the advisor’s agreements and disclosures as well as account opening at Interactive Brokers.
According to Emotomy CEO Patrick Beaudan, “Integrating with leading firms like Interactive Brokers allows us to help advisors and investors streamline onboarding and transform their investment decision-making, trading, reporting and communications into a seamless experience.” Emotomy is also integrated with other leading custodians including TD Ameritrade Institutional, Schwab Institutional, Pershing Advisor Solutions and Trust Company of America.
Emotomy is a white-label digital wealth-management platform for investment advisors and other financial institutions. Emotomy offers integrated horizontal solutions that allow firms to guide prospects from initial contact through investment proposals, portfolio construction, account opening, account reviews, billing and performance reporting. Emotomy stands out among digital platforms for its ability to let advisors research and design their own investment strategies, or employ their existing proprietary strategies using any security and trading approach. Emotomy combines the ease of a robo-advisor with the power of an institutional platform. Advisors and investors can view demos at www.emotomy.com.
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