Emotomy, a cloud-based wealth-management platform, is to provide digital wealth-management capabilities to Transatlantique Private Wealth’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,” says 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 specialises in servicing French expatriates, and is a subsidiary of Banque Transatlantique SA, a wholly owned subsidiary of the Credit Mutuel CM11.
