NAAIM Conference - Patrick Beaudan
b'Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago, \\xa0serving retail clients, and has created a FinTech company, Emotomy. \\xa0A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing. \\xa0The platform automatically executes the trades, with unique features in the Client Portal. \\xa0It is an integrated system that includes all forms and documents, creating portfolios, visualization of the investments, opening accounts, making changes, portfolio explanations and discussions between client and advisor.'