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.
Join our live webinar on Tuesday, June 5 at 2:00 p.m. ET to learn how a planning-based approach can help you drive sustainable revenues.
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.
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.
By integrating eMoney into his practice, Roberge found a comprehensive solution that allows him and his clients to start simple and to adapt their plans as their lives and financial situations become more complex.
Like sports, the financial services industry is awash in data that can be tapped for insights. In fact, your success will increasingly rely on the application of analytics to your data.
Check out a demo of the Tamarac integration to see how you can run your business with greater efficiency, scalability, and profitability.
Learn how BerganKDV is increasing efficiency and scaling its business with eMoney.