Based in Newton, Mass., Adviser Investments helps clients achieve their unique goals and aspirations by combining investment management with financial planning.
To build out their planning offering, in 2017, Adviser Investments acquired Braver Wealth Management, a firm with $1 billion in AUM and a focus on comprehensive financial planning. With Braver, the firm could offer clients more holistic wealth management capabilities and leverage Braver’s planning expertise and process.
The merger brought a culture change to Adviser Investments as their investment managers learned to embrace a broader vision of financial advice. One of the challenges that emerged from the acquisition was the two companies’ very different client experiences.
To offer its clients the financial planning they wanted, the team needed to adopt new technology and integrate it to create a single workflow.
By bringing eMoney into their business, Adviser Investments is able to provide the interactive, personalized planning experiences it needs to satisfy clients. During client meetings, advisors uncover concerns and goals. Planners then use the Decision Center to model scenarios in real time that take into account the financial impact of those goals.
With clients adopting planning at a 1,000 percent growth rate, the team knows that implementing eMoney was the right decision to help drive growth.
Read the full case study to learn how Adviser Investments:
- Built $118 million in new AUM
- Sold $62 million of ancillary services