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CuVantis Wealth Planning Selects Emotomy for Digital Advice Platform

CuVantis Wealth Planning Selects Emotomy for Digital Advice Platform

CuVantis Wealth Planning LLC News

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.

About Emotomy
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.
Media Contacts:

CuVantis Wealth Planning
Bob Millington, COO
(619) 535-7680
Bob@CuVantis.com

Emotomy
Mari Kawawa, CFO
(415) 435-5601
cfo@emotomy.com

Non-deposit Investment advisory products and services are offered through CuVantis Wealth Planning, LLC, (“CuVantis”), a California Registered Investment Advisor. Credit Unions have contracted with CuVantis to make non-deposit investment advisory products and services available to credit union members.  Investments offered through CuVantis are not federally insured, are not guarantees or obligations of the credit unions, and may involve investment risk including possible loss of principal.  Investment Adviser Representatives are registered through CuVantis.  Advisory services are only offered in states and to clients or prospective clients where CuVantis and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes from sources believed to be reliable, however, no warranty is made regarding the accuracy or timeliness of the information contained herein. Nothing in this site should be considered tax, legal, or accounting advice, nor as a solicitation to buy, sell or engage in any securities transaction or financial planning or investment strategy. Strategy overviews are for descriptive purposes only and do not consider any individual’s particular investment objectives, tolerance for risk or financial situation, and as such may not be suitable for all investors. Past performance is no guarantee of future returns.

For a complete description of investment risks, fees and services, please review the CuVantis firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting CuVantis at info@cuvantis.com or (619) 535-7680.  Additional information about CuVantis is also available on the SEC’s website at www.adviserinfo.sec.gov

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