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…
As a result of attending the eMoney training, Baker & Associates is able to more effectively apply eMoney’s capabilities.
Read how intellicents improved the foundation for its financial wellness program with eMoney.
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…
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.