CHICAGO--(BUSINESS WIRE)-- Emotomy, part of Northern Trust Asset Management®, announced today a redesign of its award-winning, institutional-caliber digital investment platform. Major enhancements ...

Northern Trust Asset Management will acquire Belvedere Advisors, a registered investment advisor. In doing so, Northern Trust will also acquire Emotomy, Belvedere’s digital investment advice platform ...

CHICAGO--(BUSINESS WIRE)--Emotomy®, an institutional-caliber digital investment platform, can help advisors improve their daily efficiency with the seamless integration of Emotomy’s powerful portfolio ...

SAN FRANCISCO, Sept. 17, 2018 Emotomy, the cloud-based wealth-management platform, announced today that it had signed an agreement with Transatlantique Private Wealth LLC, the US arm of a global ...

TIBURON, Calif., March 13, 2018 /PRNewswire/ -- Emotomy, a white-label digital wealth-management platform for investment advisors and other financial institutions, announced today that it has launched ...

Three finalists have been chosen for TD Ameritrade Institutional’s first-ever competition for technology geared toward financial advisors and their clients. Emotomy, a cloud-based wealth management ...

This powerful combination will bring innovative digital investment advice – built for advisors, by advisors – and greater choice to financial advisors Built for advisors, by advisors, Emotomy is a ...

Emotomy started as a marketing tool for clients of Belvedere Advisors, a SEC-registered RIA with $1.5B in assets. Belvedere Advisors sub-advises for other institutions who wanted to take advantage of ...

The Key to Small RIA Firm Success: ‘Automated Personalization’ Enhancing key services such as investment management and eliminating manual operational tasks are becoming central to small RIA-firm ...

Improving the efficiency, profitability and growth potential of a small registered investment advisory (RIA) business begins by asking two very basic questions: What do you do, and how do you do it?