In the summer of 2018, Horizon launched Simplifynance, a service designed to attract next-gen clients, by offering a collaborative, digital experience built around eMoney. Read the full case study for more details on their Simplifyance service and how it’s setting the firm up for future success.
Join our Head of Financial Planning on Wednesday, December 5 at 2:00 p.m. EST for a sneak peek into our new streamlined planning solution designed to help you produce more plans for more clients.
Join Jody Padar – Radical CPA and CEO of the New Vision CPA Group – on Thursday, November 15 at 2 p.m. EST to hear why she’s LEADING with planning and how she’s made the shift with a 100% cloud-based firm.
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In this article, you’ll find five ways you can strengthen your firms’ client experience.
Watch this webinar to hear how CAPTRUST delivers a client experience to better meet expectations, retain business, and achieve better outcomes.
In this webinar, learn how a planning-based approach can help you drive sustainable revenues. And hear from Bill Simonet, CFP®, who explains how eMoney has helped his firm triple its financial planning fees.
We’re partnering with our friends at Twenty Over Ten to demonstrate how you can generate quality leads and grow your business with digital marketing strategies.
CEO Alex Chalekian saw the advice industry changing around him and knew he wanted to focus on holistic financial planning. Chalekian wanted a Fintech solution that would enable him to create rigorous, highly customized financial plans with cutting-edge efficiency.