Emotomy Integrates With Interactive Brokers

Advisors can now use Emotomy for a seamless online client onboarding experience which includes electronic signatures of the advisor's agreements and disclosures as well as account opening at Interactive Brokers.


Equisoft enhances wealth management services

Thecompany provides banks, brokerage firms, mutual fund manufacturers and insurerswith cost-effective configurable solutions based on an extensive portfolio ofretirement planning tools.