Emotomy® Continues to Modernize Platform Offerings

Rhea-AI Summary

Emotomy, a division of Northern Trust Asset Management, has unveiled significant enhancements to its digital investment platform. Key improvements include simplified navigation and a tenfold speed increase, enabling advisers to focus more on client interactions. The update, described as a foundation for forthcoming modernization, introduces a robust portfolio engine and paperless automation. The platform also features a new single sign-on for Schwab advisors, streamlining workflow. Since its acquisition of Belvedere Advisors in 2020, Emotomy has continually upgraded its services to meet advisor needs.

Positive

• 10x speed improvement on the Emotomy platform enhances user experience.
• New features allow advisors to spend more time with clients and less on administrative tasks.
• Introduction of exclusive portfolios, including a multi-factor income portfolio.

Negative

• None.

CHICAGO--(BUSINESS WIRE)--Emotomy, part of Northern Trust Asset Management®, announced today a redesign of its award-winning, institutional-caliber digital investment platform. Major enhancements include a simplified navigation, 10x speed improvements, and access to all U.S. securities exchanges, allowing advisers to spend more time with clients and less time in front of their screens.

“This new version is not only a major milestone for Emotomy, but also the foundation for further modernization initiatives over the next year that will further meet the needs of advisors and investors,” said Sabrina Bailey, President of Emotomy. “Our goal is to continue to build out Emotomy’s capabilities based on client feedback, allowing advisors to spend less time on administrative tasks and more time doing what matters most to their practice.”

With a powerful portfolio engine, paperless automation, seamless integration with custodians, and a management oversight feature, Emotomy enables financial professionals to provide scalable, personalized advice to their clients by offering a highly customizable digital platform.

This latest release of the Emotomy platform is just one in a series of 2020 updates that have combined to deliver enhanced performance, heightened cybersecurity, greater access to open-architecture investment strategies and improved custodial interfaces. The platform recently created a new single sign-on experience for Schwab advisors that enables seamless access to Schwab Advisor Center® via Emotomy, creating workflow efficiencies by getting assistance faster. The platform also added a new series of exclusive portfolios, including a multi-factor income one for advisors seeking income in a low-yield environment.

Northern Trust Asset Management acquired Belvedere Advisors LLC, which included the Emotomy platform, one year ago.¹ Since acquisition, Emotomy has launched a new public-facing website (www.emotomy.com).

About Emotomy®

Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale. A true open architecture solution, Emotomy offers advisors unique investment and custodial flexibility. Designed by a Chief Investment Officer, advisors can leverage the sophisticated portfolio management, risk, and trading capabilities to implement their own strategies, or access and build on its exclusive investment options. With Emotomy’s powerful portfolio engine, paperless automation, seamless integration with custodians, and management oversight feature, advisors and CIOs are able to spend more time enhancing the client experience and less on administration.

About Northern Trust Asset Management

Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. Entrusted with US$1.1 trillion of investor asset as of September 30, 2020, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, and investment personnel of The Northern Trust Company of Hong Kong Limited, , Belvedere Advisors LLC and The Northern Trust Company.

About Northern Trust

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 22 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2020, Northern Trust had assets under custody/administration of US $13.1 trillion, and assets under management of US $1.3 trillion. For more than 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Please visit our website or follow us on Twitter.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Please read our global and regulatory information.

¹ Northern Trust Investments, Inc., Northern Trust Asset Management’s primary SEC registered investment advisor.