In this case study, learn how Winthrop Wealth Management created a generational strategy that’s driving $1.1B in organic AUM.
Founder Pamela Capalad realized success by serving NextGen clients. But she wanted to provide an even more collaborative experience as her business began to grow. That’s where eMoney came in.
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.
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.