eMoney Summit logo

October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Brunch & Budget Drives Revenue by Serving NextGen Clients with eMoney

Download Full
Case Study

120%

revenue increase in one year

Pamela Capalad, Founder of Brunch & Budget was looking for a collaborative technology solution to serve a diverse set of clients. eMoney provided the full spectrum of planning needs her firm required.

Challenge

Capalad needed a wealth management platform that could handle simple budgeting and cash flow as well as manage complex financial data to support advanced planning needs. She was looking for a solution to increase client engagement — one that empowered her clients to take a hands-on role in their finances by helping them see their complete financial situation.

Solution

Brunch & Budget uses eMoney to offer two service models — one suited for the “do-it-yourself” clients and the second for more comprehensive planning.

Results

With eMoney at the core of their service, Brunch & Budget has increased revenue by 120% in just one year.

Speech Bubble Icon
“Initially I thought eMoney was only for the wealthy and wouldn’t necessarily work for all my clients. But I found that eMoney is the only platform that can really handle the diverse needs—from complex estate planning issues to simple budgeting and cash flow—of the clients I work with. eMoney helps clients understand where their money is going. ”
Image of Pamela Capalad Pamela Capalad Founder, Brunch & Budget