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.
Learn how BerganKDV is increasing efficiency and scaling its business with eMoney.
In this case study, you’ll learn how Bridgers Schill incorporated eMoney into their workflows and enabled the firm’s advisors to gain significant efficiencies.
By integrating eMoney into their practice, Beyond Your Hammock transformed financial planning from a numbers-oriented process to a more collaborative experience .
Silicon Hill Wealth uses eMoney as the backbone of their offering and adapted the way they service clients to elevate the planning experience.
Korhorn Financial Group wanted to upgrade to a single solution that would allow the team to create better plans for clients, streamline workflows, drive efficiencies, and enhance the client experience. The group started using eMoney in 2009, and eventually dropped the other subscriptions.