Digital Digest: The Latest Tech News - Emotomy

Editorial Staff

18 September 2018

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.