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.
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.