October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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

MAI Capital Management: Promoting Growth with a Consistent and Scalable Planning Experience

Download Full
Case Study

50%

growth in AUM

1180

new clients added

When implementing new strategies within their wealth management practice, MAI looked to expand and standardize the use of eMoney within their firm to achieve their growth goals.

Challenge

Ensure quality in the planning process and create a consistent, enterprise-wide strategy standardized on a single platform and supported by an internal team.

Solution

MAI worked with eMoney to implement a flexible configuration of the platform designed to meet the unique needs and goals of the growing RIA.

Results

Since deploying eMoney in January of 2017, MAI has realized a 50 percent increase in assets under management and advisement.

Speech Bubble Icon
“We’re finding that eMoney allows us to customize the planning experience. We can successfully support all clients while maintaining a consistent and repeatable process that increases productivity for our advisors. ”
Image of Jim Smith Jim Smith Managing Director, MAI Wealth Management Practice