Emotomy
Emotomy is a comprehensive wealth management platform that provides technology solutions to financial advisors and institutions. Emotomy offers advisors portfolio construction and trading tools, sales, marketing and client service tools and reporting, billing and compliance tools, in addition to paperless onboarding and account opening.
Integration Features
  • Real-time Veo alerts used for client management and prospecting
  • View Veo data such as client account balances, positions and history
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