Based in Newton, Mass., Adviser Investments helps clients achieve their unique goals and aspirations by combining investment management with financial planning. To build out their planning offering, in 2017, Adviser Investments acquired Braver Wealth Management, a firm with $1 billion in AUM and a focus on comprehensive financial planning. With Braver, the firm could offer…
Since 1995, financial planning has been at the heart of Midtown Financial Group‘s offering because it helps their clients to see where they are, where they want to go, and how to get there. Between prospecting, writing financial plans, managing portfolios, and marketing, there was little time or energy left for routine, yet important, administrative…
Read this case study to learn how Croom Financial is able to maintain a high level of customer service and increased efficiencies using eMoney Data Entry Services.
DVI needed a dynamic solution that gave clients a unique portal and interactive system to use, and provided advisors with exceptional financial planning software capable of producing the rigorous reporting the firm required.
Learn why New Vision put eMoney at the center of every client engagement.
In this case study, read how oXYGen’s positive, service-minded attitude and eMoney’s scalable financial planning technology has propelled their AUM to $1.1 billion in less than a decade.
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.
In this case study, learn how Winthrop Wealth Management created a generational strategy that’s driving $1.1B in organic AUM.