Founded in 1997, CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm that provides comprehensive wealth planning services to executives and high-net-worth individuals.
To grow its business, the wealth management team at CAPTRUST knew they needed to rethink their financial planning solution. They sought a platform that would support the collaborative decision-making their clients wanted and that would grow as their needs evolved.
After a six month trial, they found that eMoney offered the client experience and advisor capabilities that would drive growth.
Soon after integrating eMoney into the firm’s tech stack, CAPTRUST saw an increase in both client engagement and assets under management.
In this case study, you’ll also learn how CAPTRUST:
- Runs 100% of its financial planning on eMoney.
- Uses eMoney in all of their prospect meetings to model some of their information to show the value of their services.
- Grew AUM from $4.4 billion to $6.4 billion.