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Northern Trust Asset Management to acquire Emotomy platform with purchase of Belvedere Advisors


Northern Trust Asset Management is to acquire Belvedere Advisors, the owner of Emotomy, an open-architecture digital investment advice platform designed for financial professionals. 

The acquisition, subject to all applicable regulatory filings and customary closing conditions, is anticipated to close by the end of the year.

“This strategic acquisition reaffirms our commitment to partnering with the financial advisor community to deeply understand their needs and provide best-in-class investment solutions and technology to help them serve their clients more efficiently and effectively,” says Northern Trust Asset Management President Shundrawn Thomas.

Built for advisers, by advisers, Emotomy is a comprehensive, custom-branded digital investment advice platform – with institutional power behind it – which helps financial advisers build, manage and market their own investment strategies. One of few true open-architecture solutions developed specifically for financial advisers, the award-winning Emotomy platform features a range of both investment options and custodial providers. So, whether advisers want to use pre-constructed models, build their own models or choose from a broad selection of industry-leading asset servicers including custodians, this thoughtfully designed solution offers the flexibility they require to suit their clients’ needs.

The planned acquisition brings together best-in-class technology from Belvedere Advisors and Northern Trust Asset Management’s demonstrated portfolio construction and asset allocation expertise.

“With Northern Trust Asset Management, we have found a partner equally committed to our vision of delivering an innovative technological solution that provides advisors with flexible choices and access to leading investment management solutions,” says Belvedere Advisors Chief Executive Officer Patrick Beaudan.

“We’re excited to provide existing Emotomy clients with access to the same Northern Trust Asset Management intellectual capital leveraged by some of the world’s most sophisticated investors,” says Sabrina Bailey, head of digital investment advice at Northern Trust Asset Management. “We are fully committed to supporting, expanding and investing in the Emotomy platform so users will continue to benefit from its state-of-the-art functionality and user-friendly experience.”

Upon completion of the acquisition, Belvedere Advisors will operate as an independent, wholly owned subsidiary of Northern Trust Investments, Inc, Northern Trust Asset Management’s primary SEC registered investment advisor.

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