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 private bank, to provide digital wealth-management capabilities to the firm's private wealth managers. "We are delighted to serve the advisors and clients of Transatlantique Private Wealth with a modern suite of cloud-based portfolio-management capabilities," said Patrick Beaudan, CEO of Emotomy.
Emotomy's platform enables advisors to create and manage strategic portfolios and access performance reports in real time. It is specifically designed to empower advisors with a complete platform including researching and creating their own portfolio models, rebalancing, paperless client onboarding, account reviews, billing and performance reporting, as well as a branded portal for their clients.
Transatlantique Private Wealth specializes in servicing French expatriates, and is a subsidiary of Banque Transatlantique S.A., a wholly owned subsidiary of the Credit Mutuel CM11.
Emotomy is an end-to-end, highly customizable digital wealth-management platform for financial institutions. With over $4 billion of assets on its platform, Emotomy allows client firms to efficiently manage their sales force and investors by offering a seamless suite of intuitive tools including portfolio research and construction, investment proposals, custom risk questionnaires, tailored client demographic profiling tools, paperless client onboarding, account reviews, billing and performance reporting. Emotomy is integrated with Pershing Advisor Solutions, TD Ameritrade Institutional, Schwab Institutional, TCA by E*TRADE, and Interactive Brokers amongst others.