Financial Experts Launch Emotomy: A Robo-Advisor Builder For RIAs

Built by CIOs for CIOs, Emotomy is a state-of-the art platform that provides financial advisors with a private label, turn-key solution to design, market, and manage their client portfolios

Oct 14, 2015, 11:45 ET from Emotomy

SAN FRANCISCO, Oct. 14, 2015 /PRNewswire/ -- Today, after 18 months in beta, Emotomy publicly announced a new robo-advisor building platform for independent RIAs. Founded in 2014 by financial industry veterans Dr. Patrick Beaudan and Mari Kawawa, Emotomy was built to augment the high-touch activities of financial advisors. The platform is already providing customized portfolio management for more than 4,000 client accounts in the U.S. and Europe and has experienced 300% growth in the last 12 months.

Emotomy provides easy client onboarding, customized investment approaches, instant personalized client marketing materials, and robust performance tracking and reporting. It provides advisory firms with a leading-edge, turn-key marketing and trading technology that greatly simplifies regulatory compliance and training.

"In contrast to robo advisors built to displace investment advisors, Emotomy is a powerful, easy-to-use platform that gives advisors highly visual and easy-to-use tools for managing client portfolios using the advisors' own proprietary investment strategies," said Emotomy CEO Patrick Beaudan, a veteran of Lehman Brothers and McKinsey & Company.

Emotomy is designed for independent advisors and firms that manage between $100MM and $10 billion in AUM. It already serves RIAs and family offices that represent $1.8 billion and directly manages and trades $110MM in AUM.

About Emotomy:
Emotomy is an institutional-quality, state-of-the-art robo platform offering independent financial advisors an intuitive and highly customizable solution to help serve clients seamlessly and efficiently. It was founded by financial industry veterans Dr. Patrick Beaudan, formerly of Lehman Brothers and McKinsey & Co., and Mari Kawawa, who previously worked at Invesco, Banc of America Securities, and PaineWebber Securities.

David B. Wamsley
Rosebud Communications


SOURCE Emotomy