Product Description

About this Product

Emotomy is an end-to-end digital investment advice platform for financial institutions:
  • Highly customizable, custodian- agnostic white-label product.
  • Seamless suite of end-to-end intuitive tools for RIAs.
  • Powerful analytics for all asset classes.

About Emotomy

Emotomy is a comprehensive digital investment advice platform for financial institutions. Emotomy allows client firms to efficiently manage their sales force, investment processes, and investor relationships by offering a highly-customizable set of tools for all asset classes. Emotomy has institutional-quality tools that are also highly visual and intuitive for ease of use.

Product Details

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Category

Portfolio Management
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Integration Capabilities

Daily Data Files
Serving Since Icon

Serving RIAs Since

2014
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.