Brandywine Oak Private Wealth Answering the 'What Ifs' to Secure Client Confidence with eMoney

Challenge

To build a technology stack that would align with the needs of families they wanted to serve. They required a financial planning platform that would easily manage client questions and be responsive to exactly what clients want to see.

Solution

After demoing several products, they were quickly able to envision how eMoney would be a strong differentiator for their practice—giving them the ability to show tangible outcomes from various strategies and engage clients.

Results

Using eMoney to handle change and address questions with big impact has enhanced the connections they have with clients. The robust platform has helped the firm grow their planning capabilities and in turn, shifted clients to concentrate on the long term.