Tuesday, January 19 at 2:00 p.m. ET Hear from Gregory Furer, CEO of Beratung Advisors, as he shares his method for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.

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

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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.

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“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