eMoney Opens New Markets for Fast Growing Advisor (Case Study)

For 15 years, Heron Wealth operated as an individual “lifestyle” practice, allowing its owner, David Edwards, to pursue a comfortable family life in New York City. In 2011 however, David found himself reconsidering the direction of his business. This case study reveals how a one-man shop growing assets at a 5% annual rate transformed into a hyper-productive team growing AUM 30-40% annually.

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Managing the Complete Financial Picture: Held Away Assets

We know eMoney helps financial professionals grow their business by giving them the tools needed to better serve their clients, but we want you to hear it straight from those who we’ve helped the most–real eMoney users. This customer story details how an advisor was able to take their clients’ held away assets into consideration for a more accurate financial plan.

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