BerganKDV provides comprehensive wealth management and other financial planning services to a wide range of clients, including next-gen.
The firm realized they needed to refresh their tech stack to incorporate more comprehensive, technology-driven planning.
BerganKDV also wanted to provide younger clients with tools that would help them make more informed financial decisions and reap better outcomes.
By using eMoney, the firm has been able to serve existing wealth management clients while attracting next-generation prospects. Clients have also benefited from capabilities delivered through platform integrations like HiddenLevers and Tamarac.
Learn how BerganKDV is increasing efficiency and scaling its business with eMoney. You’ll also learn how the firm:
- Automated tasks to give advisors more time to work with clients
- Improved client satisfaction
- Served more clients without additional overhead