{"id":4484,"date":"2017-05-15T13:55:00","date_gmt":"2017-05-15T13:55:00","guid":{"rendered":"https:\/\/emoneyadvisor.com\/blog\/life-planning-partners-elevates-the-client-experience-with-emoney-case-study\/"},"modified":"2025-08-25T20:38:22","modified_gmt":"2025-08-25T20:38:22","slug":"life-planning-partners-elevates-the-client-experience-with-emoney-case-study","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/life-planning-partners-elevates-the-client-experience-with-emoney-case-study\/","title":{"rendered":"Life Planning Partners Elevates the Client Experience with eMoney (Case Study)"},"content":{"rendered":"<p>Life Planning Partners, Inc., (LPP) is a financial planning firm located in Jacksonville, Fla. that provides financial planning services for every aspect of their high-net-worth clients&#8217; financial lives.<\/p>\n<p>In 2014, LPP decided that they needed to switch to a cloud-based financial planning tool that included a client portal. The firm was using NaviPlan at the time, which didn&#8217;t feature a client portal or any client-facing tools. They also wanted a solution that would enable advisors to develop comprehensive financial plans based on the client&#8217;s goals, and they were looking for a solution that offered a better interface than their current offering.<\/p>\n<p>After an in-depth selection process, led by Carrie Jones, CFP\u00ae, senior planner, the firm decided to implement eMoney&#8217;s financial planning software in February of 2014. The firm has since realized greater efficiency and transparency and an improved client experience.<\/p>\n<p>In this case study, you&#8217;ll learn how LPP leveraged eMoney to:<\/p>\n<ul>\n<li>Aggregate client accounts and reduce time spent onboarding clients by 25%<\/li>\n<li>Bring more than 70% of clients onto the Client Portal<\/li>\n<li>Effectively scale the business, bringing on more clients without increasing headcount<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/412965\/Case%20Studies\/casestudy.lifeplanningpartners.v2.JH_171006-1245_RE.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-15072 aligncenter\" src=\"https:\/\/blog.emoneyadvisor.com\/wp-content\/uploads\/2017\/05\/CTA-Case-Study.png\" alt=\"\" width=\"328\" height=\"47\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":47,"featured_media":4634,"template":"","thought_leadership_cat":[92,94,89],"class_list":["post-4484","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-client-experience","thought_leadership_cat-financial-planning","thought_leadership_cat-fintech"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Study: Life Planning Partners Elevates the Client Experience | eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Check out our case study about Life Planning Partners and their effort to elevate client experiences with eMoney.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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