Technology

Digital Digest: The Latest Tech News - Emotomy

Editorial Staff September 18, 2018

Digital Digest: The Latest Tech News - Emotomy

The latest tech news in wealth management across North America.

Emotomy
Emotomy, a cloud-based wealth-management platform, has agreed with the US arm of a French private banking group to provide digital services.

The US business is Transatlantique Private Wealth LLC, part of a wholly-owned subsidiary of Credit Mutuel CM11.

The San Francisco-based tech firm’s platform enables advisors to create and manage strategic portfolios and access performance reports in real time. Emotomy is integrated with Pershing Advisor Solutions, TD Ameritrade Institutional, Schwab Institutional, TCA by E*TRADE, and Interactive Brokers amongst others. More than $4 billion of assets are on its platform.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes