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Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney

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Case Study

450

new clients onboarded

$118M

in new AUM

After recognizing that wealth management was changing profoundly, the company leadership targeted financial planning as the path for growth.

Challenge

The company's legacy technology wasn't designed to support the range of financial planning needs, from simple to complex, that Adviser Investments needed.

Solution

With eMoney, Adviser Investments provides the interactive, personalized financial planning experiences its clients want.

Results

Since deploying eMoney in the Spring of 2017, Adviser Investments has seen clients adopt financial planning at a 1,000% growth rate.

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“We’re elevating the conversation around planning in eMoney. eMoney is core to our planning process, as well as to our overall client engagement strategy through the portal. I’m excited for what the future holds. ”
Image of Elizabeth Kesselman Elizabeth Kesselman Vice President, Adviser Investments