Robo-Advisor Platform Emotomy Partners with Interactive Brokers
- The collaboration allows advisors to access critical onboarding tools.
Robo-Advisor platform Emotomy has integrated into Interactive Brokers’ online Trading Platform Trading Platform In the FX space, a currency trading platform is a software provided by brokers to their respective client base, garnering access as traders in the broader market. Most commonly, this reflects an online interface or mobile app, complete with tools for order processing.Every broker needs one or more trading platforms to accommodate the needs of different clients. Being the backbone of the company’s offering, a trading platform provides clients with quotes, a selection of instruments to trade, real In the FX space, a currency trading platform is a software provided by brokers to their respective client base, garnering access as traders in the broader market. Most commonly, this reflects an online interface or mobile app, complete with tools for order processing.Every broker needs one or more trading platforms to accommodate the needs of different clients. Being the backbone of the company’s offering, a trading platform provides clients with quotes, a selection of instruments to trade, real Read this Term. 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!
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 Risk Management One of the most common terms utilized by brokers, risk management refers to the practice of identifying potential risks in advance. Most commonly, this also involves the analysis of risk and the undertaking of precautionary steps to both mitigate and prevent for such risk.Such efforts are essential for brokers and venues in the finance industry, given the potential for fallout in the face of unforeseen events or crises. Given a more tightly regulated environment across nearly every asset class, One of the most common terms utilized by brokers, risk management refers to the practice of identifying potential risks in advance. Most commonly, this also involves the analysis of risk and the undertaking of precautionary steps to both mitigate and prevent for such risk.Such efforts are essential for brokers and venues in the finance industry, given the potential for fallout in the face of unforeseen events or crises. Given a more tightly regulated environment across nearly every asset class, Read this Term tools that were once only available to institutions investing billions of dollars.
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."
Robo-Advisor platform Emotomy has integrated into Interactive Brokers’ online Trading Platform Trading Platform In the FX space, a currency trading platform is a software provided by brokers to their respective client base, garnering access as traders in the broader market. Most commonly, this reflects an online interface or mobile app, complete with tools for order processing.Every broker needs one or more trading platforms to accommodate the needs of different clients. Being the backbone of the company’s offering, a trading platform provides clients with quotes, a selection of instruments to trade, real In the FX space, a currency trading platform is a software provided by brokers to their respective client base, garnering access as traders in the broader market. Most commonly, this reflects an online interface or mobile app, complete with tools for order processing.Every broker needs one or more trading platforms to accommodate the needs of different clients. Being the backbone of the company’s offering, a trading platform provides clients with quotes, a selection of instruments to trade, real Read this Term. 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!
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 Risk Management One of the most common terms utilized by brokers, risk management refers to the practice of identifying potential risks in advance. Most commonly, this also involves the analysis of risk and the undertaking of precautionary steps to both mitigate and prevent for such risk.Such efforts are essential for brokers and venues in the finance industry, given the potential for fallout in the face of unforeseen events or crises. Given a more tightly regulated environment across nearly every asset class, One of the most common terms utilized by brokers, risk management refers to the practice of identifying potential risks in advance. Most commonly, this also involves the analysis of risk and the undertaking of precautionary steps to both mitigate and prevent for such risk.Such efforts are essential for brokers and venues in the finance industry, given the potential for fallout in the face of unforeseen events or crises. Given a more tightly regulated environment across nearly every asset class, Read this Term tools that were once only available to institutions investing billions of dollars.
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."