Partnership Makes Award-Winning Platform Available to Credit Unions and Their Members
CARLSBAD, CA – February 19, 2019 – Newly formed CUSO CuVantis Wealth Planning, LLC (CuVantis) has selected San Francisco based Emotomy to provide its digital advice (a.k.a. – “robo-advice”) platform. Emotomy has been selected by TD Ameritrade Institutional as one of 2019’s Innovation Quest finalists for its machine-learning algorithm. The system attempts to create an early warning system that can help advisors and their clients address issues early on, leading to better relationships, more loyal customers, and potentially better outcomes.
“The digital advice space is very volatile,” said Bob Millington, COO of CuVantis. “So we were pleased to find a provider with such a solid, intuitive platform. Members who want a truly digital experience will be able to define their risk tolerance, receive a portfolio recommendation, and open an account all online.” Flat-fee financial guidance from a licensed advisor is also provided for members who want assistance.
“We’re very excited to be working with CuVantis,” said Patrick Beaudan, CEO of Emotomy. “CuVantis has a unique business model that can bring financial guidance to a segment of the population that is severely underserved. We’re excited to be a part of it.”
About CuVantis Wealth Planning, LLC
CuVantis Wealth Planning, LLC is a California Registered Investment Advisor that provides financial planning and investment advisory services through credit unions to credit union members. Formed in October 2018, CuVantis allows credit unions both a voice in how services are provided and the ability to participate in a multi-credit union owned investment services provider. For more information, visit www.CuVantis.com.
Emotomy is an end-to-end wealth-management platform for investment advisors and other financial institutions with over $4 billion in assets. Emotomy allows client firms to efficiently manage their salesforce and investors by offering a seamless suite of intuitive tools including portfolio research and construction, investment proposals, custom risk questionnaires, tailored client demographic profilers, client onboarding, account reviews, billing and performance reporting. Emotomy is integrated with Pershing Advisor Solutions, TD Ameritrade Institutional, Schwab Institutional, E*Trade Advisor Services, and Interactive Brokers amongst others.
CuVantis Wealth Planning
Bob Millington, COO
Mari Kawawa, CFO