Robo-Advisor platform Emotomy has integrated into Interactive ‎Brokers’ online trading platform. The collaboration allows advisors to access ‎critical onboarding tools such as electronic signatures of their ‎agreements and disclosures, as well as account opening at the broker dealer.‎ Discover credible partners and premium clients at China’s leading finance event! Join the iFX EXPO Asia and discover your gateway to the Asian Markets By combining their capabilities, Emotomy and IB allow advisors to optimize their operations so that they can focus on serving their clients rather than administrative, back office operations. It also provides access to institutional-quality risk management tools that were once only available to institutions investing billions of dollars. If Time is Money, Why Don’t Funds Move Fast Enough for Traders?Go to article >> Emotomy is a provider of online investment analytics, trade execution, risk ‎management, and reporting platforms for RIAs, brokerage houses and banks. ‎The company also offers customized portfolio management for more than ‎‎4,000 client accounts in the U.S. and Europe. ‎ In contrast to many direct-to-consumer robo-advisors, Emotomy was created specifically for ‎financial professionals who provide deep expertise and a safe overseeing of client portfolios. ‎According to the Emotomy website, the platform allows users to analyze alternative investments ‎that have traditionally been a ‘black box’ in a bid to enhance transparency for investors. ‎ Emotomy is ‎also integrated with other leading custodians including TD Ameritrade ‎Institutional, Schwab Institutional, Pershing Advisor Solutions and Trust ‎Company of America.‎ 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.”
California-based robo-adviser Emotomy has collaborated with Interactive Brokers to offer additional services to adviser clients. The company is also working on a new service that will allow advisers to manage their own portfolios and make trades based on the performance of those portfolios.